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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 | $31,281 | $77,638-59.7% | $156,551-80.0% | $62,881-50.3% |
| Participation rate | 79.2% | 71.2%+8.0pp | 84.0%-4.8pp | 69.3%+9.9pp |
| Annual return | 11.78% | 50.33%-38.5pp | 32.23%-20.4pp | 20.14%-8.4pp |
| Employer contribution / active EE | $1,250 | $3,444-63.7% | $5,501-77.3% | $2,281-45.2% |
| Participant deferral / active EE | $1,408 | $3,046-53.8% | $4,871-71.1% | $3,203-56.0% |
| Admin fee / account holder | $1,469 | $5,561-73.6% | $13,028-88.7% | $4,296-65.8% |