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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 | $46,043 | $78,690-41.5% | $161,489-71.5% | $87,485-47.4% |
| Participation rate | 76.7% | 67.5%+9.2pp | 78.7%-2.0pp | 68.9%+7.7pp |
| Annual return | 23.42% | 32.74%-9.3pp | 89.72%-66.3pp | 26.06%-2.6pp |
| Employer contribution / active EE | $2,851 | $2,588+10.1% | $4,268-33.2% | $2,596+9.8% |
| Participant deferral / active EE | $3,455 | $3,311+4.3% | $5,630-38.6% | $4,274-19.2% |
| Admin fee / account holder | $2,814 | $6,724-58.1% | $16,006-82.4% | $7,775-63.8% |