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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 | $40,985 | $107,421-61.8% | $182,262-77.5% | $94,015-56.4% |
| Participation rate | 94.3% | 77.8%+16.5pp | 84.2%+10.1pp | 70.8%+23.5pp |
| Annual return | 18.55% | 21.32%-2.8pp | 140.60%-122.0pp | 17.84%+0.7pp |
| Employer contribution / active EE | $2,649 | $3,448-23.2% | $5,046-47.5% | $2,790-5.0% |
| Participant deferral / active EE | $6,990 | $6,558+6.6% | $8,276-15.5% | $4,249+64.5% |
| Admin fee / account holder | $5,098 | $8,692-41.3% | $16,712-69.5% | $8,951-43.0% |