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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,212 | $91,198-32.9% | $178,503-65.7% | $79,856-23.3% |
| Participation rate | 86.7% | 69.2%+17.5pp | 81.9%+4.7pp | 69.6%+17.0pp |
| Annual return | 20.29% | 24.20%-3.9pp | 151.12%-130.8pp | 31.71%-11.4pp |
| Employer contribution / active EE | $1,918 | $3,257-41.1% | $5,011-61.7% | $2,471-22.4% |
| Participant deferral / active EE | $2,350 | $3,237-27.4% | $5,202-54.8% | $3,741-37.2% |
| Admin fee / account holder | $1,830 | $6,748-72.9% | $13,987-86.9% | $5,306-65.5% |