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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 | $46,037 | $90,486-49.1% | $78,676-41.5% | $273,972-83.2% |
| Participation rate | 83.3% | 76.5%+6.8pp | 73.6%+9.8pp | 83.0%+0.3pp |
| Annual return | 10.87% | 75.62%-64.8pp | 62.19%-51.3pp | 41.46%-30.6pp |
| Employer contribution / active EE | $2,460 | $3,175-22.5% | $2,850-13.7% | $4,869-49.5% |
| Participant deferral / active EE | $3,815 | $3,901-2.2% | $3,517+8.5% | $5,287-27.8% |
| Admin fee / account holder | $1,597 | $5,263-69.7% | $4,510-64.6% | $10,133-84.2% |