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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 | $53,861 | $84,236-36.1% | $170,435-68.4% | $70,126-23.2% |
| Participation rate | 77.6% | 70.8%+6.7pp | 83.6%-6.0pp | 69.5%+8.0pp |
| Annual return | 13.63% | 23.06%-9.4pp | 205.94%-192.3pp | 73.15%-59.5pp |
| Employer contribution / active EE | $1,799 | $3,387-46.9% | $5,432-66.9% | $2,343-23.2% |
| Participant deferral / active EE | $3,263 | $3,086+5.7% | $4,939-33.9% | $3,332-2.1% |
| Admin fee / account holder | $6,274 | $5,698+10.1% | $13,881-54.8% | $4,645+35.0% |