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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 | $42,487 | $81,331-47.8% | $155,534-72.7% | $80,935-47.5% |
| Participation rate | 96.0% | 66.3%+29.7pp | 78.2%+17.8pp | 67.7%+28.3pp |
| Annual return | 12.23% | 33.37%-21.1pp | 64.92%-52.7pp | 35.66%-23.4pp |
| Employer contribution / active EE | $3,405 | $3,105+9.7% | $4,675-27.2% | $2,757+23.5% |
| Participant deferral / active EE | $3,274 | $3,454-5.2% | $5,630-41.9% | $4,299-23.9% |
| Admin fee / account holder | $2,611 | $7,999-67.4% | $15,900-83.6% | $6,924-62.3% |