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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 | $26,159 | $76,407-65.8% | $150,298-82.6% | $82,448-68.3% |
| Participation rate | 85.7% | 66.4%+19.3pp | 77.8%+8.0pp | 68.1%+17.6pp |
| Annual return | 21.77% | 39.99%-18.2pp | 62.79%-41.0pp | 41.64%-19.9pp |
| Employer contribution / active EE | $3,855 | $2,614+47.5% | $4,154-7.2% | $2,551+51.1% |
| Participant deferral / active EE | $2,234 | $3,214-30.5% | $5,453-59.0% | $4,139-46.0% |
| Admin fee / account holder | $3,004 | $6,352-52.7% | $14,116-78.7% | $7,234-58.5% |