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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 | $40,764 | $75,959-46.3% | $154,114-73.5% | $64,181-36.5% |
| Participation rate | 78.1% | 70.4%+7.7pp | 83.0%-4.9pp | 69.6%+8.6pp |
| Annual return | 6.21% | 30.32%-24.1pp | 735.16%-729.0pp | 7.63%-1.4pp |
| Employer contribution / active EE | $1,463 | $3,350-56.3% | $5,298-72.4% | $2,381-38.5% |
| Participant deferral / active EE | $1,693 | $3,175-46.7% | $5,081-66.7% | $3,470-51.2% |
| Admin fee / account holder | $1,614 | $5,589-71.1% | $13,411-88.0% | $4,887-67.0% |