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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 | $52,734 | $117,433-55.1% | $99,475-47.0% | $152,897-65.5% |
| Participation rate | 78.6% | 77.5%+1.0pp | 73.8%+4.7pp | 82.5%-3.9pp |
| Annual return | 20.39% | 31.87%-11.5pp | 30.72%-10.3pp | 345.43%-325.0pp |
| Employer contribution / active EE | $1,198 | $3,013-60.3% | $2,540-52.9% | $4,764-74.9% |
| Participant deferral / active EE | $2,233 | $4,086-45.3% | $3,619-38.3% | $5,851-61.8% |
| Admin fee / account holder | $1,559 | $7,634-79.6% | $6,252-75.1% | $11,599-86.6% |