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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 | $23,091 | $46,596-50.4% | $64,099-64.0% | $75,181-69.3% |
| Participation rate | 78.7% | 65.9%+12.8pp | 72.3%+6.4pp | 67.2%+11.5pp |
| Annual return | 39.28% | 26.04%+13.2pp | 33.70%+5.6pp | 160.69%-121.4pp |
| Employer contribution / active EE | $1,895 | $1,975-4.0% | $2,748-31.0% | $2,671-29.0% |
| Participant deferral / active EE | $2,960 | $2,837+4.3% | $3,881-23.7% | $4,126-28.3% |
| Admin fee / account holder | $5,783 | $2,954+95.7% | $3,070+88.3% | $5,650+2.4% |