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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 | $43,311 | $108,825-60.2% | $156,181-72.3% | $82,448-47.5% |
| Participation rate | 91.7% | 72.4%+19.3pp | 78.8%+12.8pp | 68.1%+23.6pp |
| Annual return | 14.33% | 20.59%-6.3pp | 64.87%-50.5pp | 41.64%-27.3pp |
| Employer contribution / active EE | $2,349 | $2,870-18.1% | $4,294-45.3% | $2,551-7.9% |
| Participant deferral / active EE | $5,618 | $4,577+22.7% | $6,132-8.4% | $4,139+35.7% |
| Admin fee / account holder | $10,126 | $9,341+8.4% | $14,586-30.6% | $7,234+40.0% |