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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 | $23,936 | $90,486-73.5% | $78,676-69.6% | $273,972-91.3% |
| Participation rate | 81.0% | 76.5%+4.4pp | 73.6%+7.4pp | 83.0%-2.1pp |
| Annual return | 6.09% | 75.62%-69.5pp | 62.19%-56.1pp | 41.46%-35.4pp |
| Employer contribution / active EE | $5,705 | $3,175+79.7% | $2,850+100.2% | $4,869+17.2% |
| Participant deferral / active EE | $1,809 | $3,901-53.6% | $3,517-48.6% | $5,287-65.8% |
| Admin fee / account holder | $2,682 | $5,263-49.0% | $4,510-40.5% | $10,133-73.5% |