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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 | $22,819 | $78,690-71.0% | $161,489-85.9% | $87,485-73.9% |
| Participation rate | 93.2% | 67.5%+25.7pp | 78.7%+14.5pp | 68.9%+24.3pp |
| Annual return | 18.75% | 32.74%-14.0pp | 89.72%-71.0pp | 26.06%-7.3pp |
| Employer contribution / active EE | $2,312 | $2,588-10.7% | $4,268-45.8% | $2,596-11.0% |
| Participant deferral / active EE | $5,131 | $3,311+55.0% | $5,630-8.9% | $4,274+20.1% |
| Admin fee / account holder | $3,111 | $6,724-53.7% | $16,006-80.6% | $7,775-60.0% |