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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 | $25,048 | $81,358-69.2% | $155,556-83.9% | $80,959-69.1% |
| Participation rate | 90.5% | 66.3%+24.3pp | 78.2%+12.3pp | 67.7%+22.9pp |
| Annual return | 13.59% | 33.39%-19.8pp | 64.84%-51.3pp | 35.67%-22.1pp |
| Employer contribution / active EE | $2,242 | $3,106-27.8% | $4,675-52.1% | $2,757-18.7% |
| Participant deferral / active EE | $1,955 | $3,455-43.4% | $5,631-65.3% | $4,300-54.5% |
| Admin fee / account holder | $1,542 | $7,994-80.7% | $15,885-90.3% | $6,925-77.7% |