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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 | $45,632 | $67,021-31.9% | $455,660-90.0% | $67,021-31.9% |
| Participation rate | 86.5% | 73.1%+13.5pp | 88.2%-1.7pp | 73.1%+13.5pp |
| Annual return | 13.41% | 48.20%-34.8pp | 18.72%-5.3pp | 48.20%-34.8pp |
| Employer contribution / active EE | $1,705 | $2,570-33.7% | $10,947-84.4% | $2,570-33.7% |
| Participant deferral / active EE | $1,983 | $2,835-30.1% | $1,211+63.7% | $2,835-30.1% |
| Admin fee / account holder | $637 | $5,490-88.4% | $4,920-87.0% | $5,490-88.4% |