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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 | $81,276-41.9% | $155,574-69.7% | $80,925-41.7% |
| Participation rate | 87.8% | 66.2%+21.6pp | 78.2%+9.6pp | 67.7%+20.1pp |
| Annual return | 12.93% | 33.36%-20.4pp | 64.87%-51.9pp | 35.65%-22.7pp |
| Employer contribution / active EE | $3,969 | $3,103+27.9% | $4,676-15.1% | $2,756+44.0% |
| Participant deferral / active EE | $1,377 | $3,453-60.1% | $5,629-75.5% | $4,299-68.0% |
| Admin fee / account holder | $4,314 | $7,993-46.0% | $15,914-72.9% | $6,940-37.8% |