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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 | $33,586 | $106,749-68.5% | $145,433-76.9% | $82,448-59.3% |
| Participation rate | 83.9% | 75.6%+8.2pp | 82.1%+1.8pp | 68.1%+15.8pp |
| Annual return | 19.53% | 27.59%-8.1pp | 66.58%-47.0pp | 41.64%-22.1pp |
| Employer contribution / active EE | $2,450 | $3,444-28.9% | $4,554-46.2% | $2,551-4.0% |
| Participant deferral / active EE | $5,445 | $6,519-16.5% | $7,897-31.1% | $4,139+31.5% |
| Admin fee / account holder | $2,579 | $8,390-69.3% | $13,129-80.4% | $7,234-64.3% |