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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 | $28,285 | $77,638-63.6% | $156,551-81.9% | $62,881-55.0% |
| Participation rate | 77.8% | 71.2%+6.6pp | 84.0%-6.2pp | 69.3%+8.5pp |
| Annual return | 9.09% | 50.33%-41.2pp | 32.23%-23.1pp | 20.14%-11.1pp |
| Employer contribution / active EE | $1,376 | $3,444-60.0% | $5,501-75.0% | $2,281-39.7% |
| Participant deferral / active EE | $1,993 | $3,046-34.5% | $4,871-59.1% | $3,203-37.8% |
| Admin fee / account holder | $2,228 | $5,561-59.9% | $13,028-82.9% | $4,296-48.1% |