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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 | $76,407-70.1% | $150,298-84.8% | $82,448-72.3% |
| Participation rate | 93.2% | 66.4%+26.8pp | 77.8%+15.4pp | 68.1%+25.1pp |
| Annual return | 18.75% | 39.99%-21.2pp | 62.79%-44.0pp | 41.64%-22.9pp |
| Employer contribution / active EE | $2,312 | $2,614-11.6% | $4,154-44.3% | $2,551-9.4% |
| Participant deferral / active EE | $5,131 | $3,214+59.6% | $5,453-5.9% | $4,139+24.0% |
| Admin fee / account holder | $3,111 | $6,352-51.0% | $14,116-78.0% | $7,234-57.0% |