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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 | $90,486-78.4% | $78,676-75.2% | $273,972-92.9% |
| Participation rate | 85.7% | 76.5%+9.2pp | 73.6%+12.1pp | 83.0%+2.7pp |
| Annual return | 6.90% | 75.62%-68.7pp | 62.19%-55.3pp | 41.46%-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 | $5,263+253.8% | $4,510+312.8% | $10,133+83.8% |