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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 | $19,549 | $90,509-78.4% | $78,693-75.2% | $273,968-92.9% |
| Participation rate | 85.7% | 76.5%+9.2pp | 73.6%+12.1pp | 83.0%+2.7pp |
| Annual return | 6.90% | 75.61%-68.7pp | 62.18%-55.3pp | 41.45%-34.6pp |
| Employer contribution / active EE | $2,017 | $3,175-36.5% | $2,850-29.2% | $4,869-58.6% |
| Participant deferral / active EE | $3,649 | $3,901-6.5% | $3,517+3.7% | $5,287-31.0% |
| Admin fee / account holder | $18,619 | $5,264+253.7% | $4,511+312.8% | $10,132+83.8% |