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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 | $16,786 | $54,763-69.3% | $90,324-81.4% | $72,976-77.0% |
| Participation rate | 83.1% | 65.2%+17.9pp | 73.3%+9.8pp | 69.5%+13.6pp |
| Annual return | 43.40% | 30.63%+12.8pp | 78.15%-34.7pp | 81.02%-37.6pp |
| Employer contribution / active EE | $1,464 | $2,093-30.0% | $2,856-48.7% | $2,440-40.0% |
| Participant deferral / active EE | $3,991 | $2,887+38.2% | $3,885+2.7% | $3,608+10.6% |
| Admin fee / account holder | $706 | $3,973-82.2% | $5,356-86.8% | $5,124-86.2% |