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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 | $38,557 | $81,358-52.6% | $155,556-75.2% | $80,959-52.4% |
| Participation rate | 85.3% | 66.3%+19.0pp | 78.2%+7.1pp | 67.7%+17.6pp |
| Annual return | 13.83% | 33.39%-19.6pp | 64.84%-51.0pp | 35.67%-21.8pp |
| Employer contribution / active EE | $3,735 | $3,106+20.2% | $4,675-20.1% | $2,757+35.5% |
| Participant deferral / active EE | $4,883 | $3,455+41.3% | $5,631-13.3% | $4,300+13.6% |
| Admin fee / account holder | $1,360 | $7,994-83.0% | $15,885-91.4% | $6,925-80.4% |