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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 | $42,280 | $81,262-48.0% | $155,602-72.8% | $80,911-47.7% |
| Participation rate | 94.3% | 66.2%+28.0pp | 78.2%+16.1pp | 67.6%+26.6pp |
| Annual return | 18.37% | 33.34%-15.0pp | 64.81%-46.4pp | 35.63%-17.3pp |
| Employer contribution / active EE | $2,476 | $3,102-20.2% | $4,675-47.1% | $2,756-10.2% |
| Participant deferral / active EE | $5,293 | $3,451+53.3% | $5,629-6.0% | $4,297+23.2% |
| Admin fee / account holder | $2,427 | $7,992-69.6% | $15,923-84.8% | $6,935-65.0% |