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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 | $56,990 | $87,132-34.6% | $105,624-46.0% | $80,959-29.6% |
| Participation rate | 87.5% | 70.4%+17.1pp | 75.3%+12.2pp | 67.7%+19.8pp |
| Annual return | 12.55% | 17.03%-4.5pp | 116.20%-103.7pp | 35.67%-23.1pp |
| Employer contribution / active EE | $4,722 | $2,397+97.0% | $3,168+49.1% | $2,757+71.3% |
| Participant deferral / active EE | $1,878 | $3,985-52.9% | $5,013-62.5% | $4,300-56.3% |
| Admin fee / account holder | $835 | $8,449-90.1% | $10,961-92.4% | $6,925-87.9% |