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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 | $40,954 | $91,559-55.3% | $133,971-69.4% | $79,852-48.7% |
| Participation rate | 77.8% | 73.3%+4.4pp | 79.8%-2.1pp | 69.6%+8.1pp |
| Annual return | 12.47% | 61.85%-49.4pp | 45.09%-32.6pp | 31.72%-19.3pp |
| Employer contribution / active EE | $1,595 | $2,384-33.1% | $3,919-59.3% | $2,471-35.5% |
| Participant deferral / active EE | $2,449 | $3,734-34.4% | $5,047-51.5% | $3,740-34.5% |
| Admin fee / account holder | $3,633 | $6,321-42.5% | $8,929-59.3% | $5,306-31.5% |