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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 | $32,248 | $76,407-57.8% | $150,298-78.5% | $82,448-60.9% |
| Participation rate | 90.3% | 66.4%+23.9pp | 77.8%+12.5pp | 68.1%+22.2pp |
| Annual return | 15.29% | 39.99%-24.7pp | 62.79%-47.5pp | 41.64%-26.4pp |
| Employer contribution / active EE | $2,829 | $2,614+8.2% | $4,154-31.9% | $2,551+10.9% |
| Participant deferral / active EE | $2,641 | $3,214-17.8% | $5,453-51.6% | $4,139-36.2% |
| Admin fee / account holder | $928 | $6,352-85.4% | $14,116-93.4% | $7,234-87.2% |