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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 | $31,615 | $91,559-65.5% | $133,978-76.4% | $79,856-60.4% |
| Participation rate | 70.0% | 73.3%-3.3pp | 79.8%-9.8pp | 69.6%+0.4pp |
| Annual return | 21.95% | 61.85%-39.9pp | 45.10%-23.1pp | 31.71%-9.8pp |
| Employer contribution / active EE | $1,916 | $2,384-19.6% | $3,919-51.1% | $2,471-22.5% |
| Participant deferral / active EE | $3,825 | $3,734+2.4% | $5,047-24.2% | $3,741+2.3% |
| Admin fee / account holder | $523 | $6,321-91.7% | $8,930-94.1% | $5,306-90.1% |