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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 | $35,155 | $49,255-28.6% | $70,494-50.1% | $79,856-56.0% |
| Participation rate | 70.0% | 69.2%+0.8pp | 75.1%-5.1pp | 69.6%+0.4pp |
| Annual return | 16.74% | 30.10%-13.4pp | 109.16%-92.4pp | 31.71%-15.0pp |
| Employer contribution / active EE | $942 | $2,100-55.1% | $2,738-65.6% | $2,471-61.9% |
| Participant deferral / active EE | $2,769 | $2,7680% | $3,711-25.4% | $3,741-26.0% |
| Admin fee / account holder | $4,987 | $2,879+73.2% | $3,848+29.6% | $5,306-6.0% |