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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 | $29,682 | $45,050-34.1% | $63,018-52.9% | $70,126-57.7% |
| Participation rate | 84.4% | 69.5%+14.9pp | 74.8%+9.6pp | 69.5%+14.8pp |
| Annual return | 12.66% | 18.76%-6.1pp | 87.62%-75.0pp | 73.15%-60.5pp |
| Employer contribution / active EE | $1,635 | $2,052-20.3% | $2,761-40.8% | $2,343-30.2% |
| Participant deferral / active EE | $4,848 | $2,466+96.6% | $3,330+45.6% | $3,332+45.5% |
| Admin fee / account holder | $814 | $2,834-71.3% | $3,601-77.4% | $4,645-82.5% |