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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 | $63,321 | $114,013-44.5% | $103,693-38.9% | $155,188-59.2% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.6%+16.2pp | 80.8%+8.1pp |
| Annual return | 12.72% | 49.31%-36.6pp | 47.61%-34.9pp | 148.84%-136.1pp |
| Employer contribution / active EE | $1,458 | $3,131-53.4% | $2,920-50.1% | $4,248-65.7% |
| Participant deferral / active EE | $1,471 | $4,970-70.4% | $4,579-67.9% | $6,531-77.5% |
| Admin fee / account holder | $651 | $8,407-92.3% | $7,858-91.7% | $14,480-95.5% |