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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 | $78,690-66.8% | $161,489-83.8% | $87,485-70.1% |
| Participation rate | 85.7% | 67.5%+18.2pp | 78.7%+7.0pp | 68.9%+16.8pp |
| Annual return | 21.77% | 32.74%-11.0pp | 89.72%-67.9pp | 26.06%-4.3pp |
| Employer contribution / active EE | $3,855 | $2,588+48.9% | $4,268-9.7% | $2,596+48.5% |
| Participant deferral / active EE | $2,234 | $3,311-32.5% | $5,630-60.3% | $4,274-47.7% |
| Admin fee / account holder | $3,004 | $6,724-55.3% | $16,006-81.2% | $7,775-61.4% |