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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 | $81,276-52.6% | $155,574-75.2% | $80,925-52.4% |
| Participation rate | 85.3% | 66.2%+19.0pp | 78.2%+7.1pp | 67.7%+17.6pp |
| Annual return | 13.83% | 33.36%-19.5pp | 64.87%-51.0pp | 35.65%-21.8pp |
| Employer contribution / active EE | $3,735 | $3,103+20.4% | $4,676-20.1% | $2,756+35.5% |
| Participant deferral / active EE | $4,883 | $3,453+41.4% | $5,629-13.3% | $4,299+13.6% |
| Admin fee / account holder | $1,360 | $7,993-83.0% | $15,914-91.5% | $6,940-80.4% |