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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 | $44,312 | $88,672-50.0% | $105,223-57.9% | $82,448-46.3% |
| Participation rate | 81.1% | 67.9%+13.2pp | 75.0%+6.0pp | 68.1%+13.0pp |
| Annual return | 17.77% | 30.86%-13.1pp | 180.65%-162.9pp | 41.64%-23.9pp |
| Employer contribution / active EE | $1,341 | $3,048-56.0% | $3,689-63.6% | $2,551-47.4% |
| Participant deferral / active EE | $3,498 | $4,036-13.3% | $5,072-31.0% | $4,139-15.5% |
| Admin fee / account holder | $1,666 | $7,146-76.7% | $8,859-81.2% | $7,234-77.0% |