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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 | $57,061-21.7% | $85,063-47.4% | $80,911-44.8% |
| Participation rate | 83.8% | 56.3%+27.4pp | 67.5%+16.3pp | 67.6%+16.1pp |
| Annual return | 19.70% | 21.66%-2.0pp | 66.54%-46.8pp | 35.63%-15.9pp |
| Employer contribution / active EE | $5,800 | $1,799+222.4% | $2,727+112.7% | $2,756+110.5% |
| Participant deferral / active EE | $10,783 | $3,110+246.7% | $4,523+138.4% | $4,297+150.9% |
| Admin fee / account holder | $1,675 | $4,986-66.4% | $6,155-72.8% | $6,935-75.9% |