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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 | $31,902 | $106,749-70.1% | $145,433-78.1% | $82,448-61.3% |
| Participation rate | 83.7% | 75.6%+8.1pp | 82.1%+1.6pp | 68.1%+15.7pp |
| Annual return | 14.97% | 27.59%-12.6pp | 66.58%-51.6pp | 41.64%-26.7pp |
| Employer contribution / active EE | $2,369 | $3,444-31.2% | $4,554-48.0% | $2,551-7.1% |
| Participant deferral / active EE | $4,638 | $6,519-28.9% | $7,897-41.3% | $4,139+12.0% |
| Admin fee / account holder | $5,886 | $8,390-29.8% | $13,129-55.2% | $7,234-18.6% |