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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 | $39,576 | $81,331-51.3% | $155,534-74.6% | $80,935-51.1% |
| Participation rate | 82.3% | 66.3%+16.0pp | 78.2%+4.0pp | 67.7%+14.6pp |
| Annual return | 15.28% | 33.37%-18.1pp | 64.92%-49.6pp | 35.66%-20.4pp |
| Employer contribution / active EE | $1,851 | $3,105-40.4% | $4,675-60.4% | $2,757-32.9% |
| Participant deferral / active EE | $1,711 | $3,454-50.5% | $5,630-69.6% | $4,299-60.2% |
| Admin fee / account holder | $2,814 | $7,999-64.8% | $15,900-82.3% | $6,924-59.4% |