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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 | $44,702 | $57,140-21.8% | $85,240-47.6% | $80,959-44.8% |
| Participation rate | 83.8% | 56.4%+27.4pp | 67.5%+16.3pp | 67.7%+16.1pp |
| Annual return | 19.70% | 21.71%-2.0pp | 66.75%-47.1pp | 35.67%-16.0pp |
| Employer contribution / active EE | $5,800 | $1,802+221.9% | $2,735+112.0% | $2,757+110.4% |
| Participant deferral / active EE | $10,783 | $3,115+246.2% | $4,527+138.2% | $4,300+150.8% |
| Admin fee / account holder | $1,675 | $4,992-66.5% | $6,165-72.8% | $6,925-75.8% |