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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 | $47,199 | $81,358-42.0% | $155,556-69.7% | $80,959-41.7% |
| Participation rate | 87.8% | 66.3%+21.5pp | 78.2%+9.6pp | 67.7%+20.1pp |
| Annual return | 12.93% | 33.39%-20.5pp | 64.84%-51.9pp | 35.67%-22.7pp |
| Employer contribution / active EE | $3,969 | $3,106+27.8% | $4,675-15.1% | $2,757+44.0% |
| Participant deferral / active EE | $1,377 | $3,455-60.1% | $5,631-75.5% | $4,300-68.0% |
| Admin fee / account holder | $4,314 | $7,994-46.0% | $15,885-72.8% | $6,925-37.7% |