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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 | $25,862 | $76,407-66.2% | $150,298-82.8% | $82,448-68.6% |
| Participation rate | 84.2% | 66.4%+17.8pp | 77.8%+6.5pp | 68.1%+16.1pp |
| Annual return | 19.86% | 39.99%-20.1pp | 62.79%-42.9pp | 41.64%-21.8pp |
| Employer contribution / active EE | $2,448 | $2,614-6.3% | $4,154-41.1% | $2,551-4.0% |
| Participant deferral / active EE | $2,905 | $3,214-9.6% | $5,453-46.7% | $4,139-29.8% |
| Admin fee / account holder | $2,355 | $6,352-62.9% | $14,116-83.3% | $7,234-67.5% |