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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 | $44,992 | $83,485-46.1% | $125,195-64.1% | $72,976-38.3% |
| Participation rate | 86.7% | 73.3%+13.4pp | 79.8%+6.9pp | 69.5%+17.2pp |
| Annual return | 18.47% | 25.77%-7.3pp | 43.79%-25.3pp | 81.02%-62.5pp |
| Employer contribution / active EE | $4,289 | $2,346+82.8% | $3,866+10.9% | $2,440+75.8% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $9,081 | $5,518+64.6% | $9,704-6.4% | $5,124+77.2% |