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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 | $41,494 | $108,825-61.9% | $156,181-73.4% | $82,448-49.7% |
| Participation rate | 74.4% | 72.4%+2.1pp | 78.8%-4.4pp | 68.1%+6.4pp |
| Annual return | 39.18% | 20.59%+18.6pp | 64.87%-25.7pp | 41.64%-2.5pp |
| Employer contribution / active EE | $1,999 | $2,870-30.4% | $4,294-53.5% | $2,551-21.7% |
| Participant deferral / active EE | $4,167 | $4,577-9.0% | $6,132-32.0% | $4,139+0.7% |
| Admin fee / account holder | $4,033 | $9,341-56.8% | $14,586-72.4% | $7,234-44.3% |