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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 | $35,220 | $76,407-53.9% | $150,298-76.6% | $82,448-57.3% |
| Participation rate | 95.2% | 66.4%+28.8pp | 77.8%+17.4pp | 68.1%+27.1pp |
| Annual return | 16.02% | 39.99%-24.0pp | 62.79%-46.8pp | 41.64%-25.6pp |
| Employer contribution / active EE | $2,184 | $2,614-16.5% | $4,154-47.4% | $2,551-14.4% |
| Participant deferral / active EE | $3,636 | $3,214+13.1% | $5,453-33.3% | $4,139-12.1% |
| Admin fee / account holder | $1,165 | $6,352-81.7% | $14,116-91.7% | $7,234-83.9% |