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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 | $52,001 | $78,690-33.9% | $161,489-67.8% | $87,485-40.6% |
| Participation rate | 96.9% | 67.5%+29.4pp | 78.7%+18.2pp | 68.9%+27.9pp |
| Annual return | 13.94% | 32.74%-18.8pp | 89.72%-75.8pp | 26.06%-12.1pp |
| Employer contribution / active EE | $2,268 | $2,588-12.4% | $4,268-46.9% | $2,596-12.6% |
| Participant deferral / active EE | $2,971 | $3,311-10.3% | $5,630-47.2% | $4,274-30.5% |
| Admin fee / account holder | $3,450 | $6,724-48.7% | $16,006-78.4% | $7,775-55.6% |