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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 | $64,283 | $77,814-17.4% | $158,223-59.4% | $86,983-26.1% |
| Participation rate | 84.6% | 68.4%+16.2pp | 79.2%+5.4pp | 69.5%+15.1pp |
| Annual return | 14.93% | 30.54%-15.6pp | 52.09%-37.2pp | 25.83%-10.9pp |
| Employer contribution / active EE | $2,048 | $2,592-21.0% | $4,109-50.2% | $2,584-20.8% |
| Participant deferral / active EE | $2,248 | $3,270-31.2% | $5,467-58.9% | $4,194-46.4% |
| Admin fee / account holder | $361 | $5,879-93.9% | $16,047-97.7% | $7,856-95.4% |