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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 | $40,660 | $89,364-54.5% | $141,177-71.2% | $72,983-44.3% |
| Participation rate | 79.5% | 75.1%+4.4pp | 82.5%-3.0pp | 69.5%+10.0pp |
| Annual return | 24.26% | 111.86%-87.6pp | 71.40%-47.1pp | 81.01%-56.8pp |
| Employer contribution / active EE | $2,264 | $3,115-27.3% | $4,736-52.2% | $2,440-7.2% |
| Participant deferral / active EE | $5,239 | $5,419-3.3% | $6,710-21.9% | $3,608+45.2% |
| Admin fee / account holder | $1,806 | $5,959-69.7% | $10,263-82.4% | $5,124-64.8% |