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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 | $48,605 | $108,825-55.3% | $156,181-68.9% | $82,448-41.0% |
| Participation rate | 75.4% | 72.4%+3.0pp | 78.8%-3.4pp | 68.1%+7.3pp |
| Annual return | 14.84% | 20.59%-5.7pp | 64.87%-50.0pp | 41.64%-26.8pp |
| Employer contribution / active EE | $2,326 | $2,870-18.9% | $4,294-45.8% | $2,551-8.8% |
| Participant deferral / active EE | $3,485 | $4,577-23.9% | $6,132-43.2% | $4,139-15.8% |
| Admin fee / account holder | $11,499 | $9,341+23.1% | $14,586-21.2% | $7,234+58.9% |