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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 | $50,245 | $93,346-46.2% | $71,796-30.0% | $273,972-81.7% |
| Participation rate | 76.9% | 76.5%+0.4pp | 69.1%+7.8pp | 83.0%-6.1pp |
| Annual return | 10.25% | 130.39%-120.1pp | 78.04%-67.8pp | 41.46%-31.2pp |
| Employer contribution / active EE | $1,051 | $2,733-61.5% | $1,924-45.4% | $4,869-78.4% |
| Participant deferral / active EE | $2,347 | $3,475-32.5% | $2,794-16.0% | $5,287-55.6% |
| Admin fee / account holder | $534 | $6,571-91.9% | $4,815-88.9% | $10,133-94.7% |