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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 | $57,073-21.7% | $85,126-47.5% | $80,925-44.8% |
| Participation rate | 83.8% | 56.4%+27.4pp | 67.5%+16.3pp | 67.7%+16.1pp |
| Annual return | 19.70% | 21.69%-2.0pp | 66.63%-46.9pp | 35.65%-15.9pp |
| Employer contribution / active EE | $5,800 | $1,801+222.1% | $2,731+112.3% | $2,756+110.4% |
| Participant deferral / active EE | $10,783 | $3,113+246.4% | $4,523+138.4% | $4,299+150.9% |
| Admin fee / account holder | $1,675 | $4,988-66.4% | $6,160-72.8% | $6,940-75.9% |