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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 | $58,675 | $76,407-23.2% | $150,298-61.0% | $82,448-28.8% |
| Participation rate | 73.1% | 66.4%+6.7pp | 77.8%-4.6pp | 68.1%+5.1pp |
| Annual return | 16.13% | 39.99%-23.9pp | 62.79%-46.7pp | 41.64%-25.5pp |
| Employer contribution / active EE | $2,033 | $2,614-22.2% | $4,154-51.1% | $2,551-20.3% |
| Participant deferral / active EE | $4,297 | $3,214+33.7% | $5,453-21.2% | $4,139+3.8% |
| Admin fee / account holder | $2,584 | $6,352-59.3% | $14,116-81.7% | $7,234-64.3% |