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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 | $28,907 | $77,901-62.9% | $149,717-80.7% | $75,181-61.6% |
| Participation rate | 75.0% | 65.6%+9.4pp | 78.8%-3.8pp | 67.2%+7.8pp |
| Annual return | 23.89% | 31.73%-7.8pp | 134.41%-110.5pp | 160.69%-136.8pp |
| Employer contribution / active EE | $2,606 | $3,137-16.9% | $4,820-45.9% | $2,671-2.4% |
| Participant deferral / active EE | $3,215 | $3,411-5.7% | $5,682-43.4% | $4,126-22.1% |
| Admin fee / account holder | $6,618 | $5,949+11.2% | $13,213-49.9% | $5,650+17.1% |