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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 | $43,503 | $77,492-43.9% | $100,398-56.7% | $80,911-46.2% |
| Participation rate | 86.1% | 76.9%+9.2pp | 81.5%+4.6pp | 67.6%+18.5pp |
| Annual return | 15.11% | 37.23%-22.1pp | 49.32%-34.2pp | 35.63%-20.5pp |
| Employer contribution / active EE | $3,058 | $2,800+9.2% | $3,946-22.5% | $2,756+11.0% |
| Participant deferral / active EE | $5,647 | $6,817-17.2% | $8,084-30.1% | $4,297+31.4% |
| Admin fee / account holder | $3,708 | $5,892-37.1% | $7,893-53.0% | $6,935-46.5% |