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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 | $26,916 | $78,690-65.8% | $161,489-83.3% | $87,485-69.2% |
| Participation rate | 90.2% | 67.5%+22.8pp | 78.7%+11.5pp | 68.9%+21.3pp |
| Annual return | 13.03% | 32.74%-19.7pp | 89.72%-76.7pp | 26.06%-13.0pp |
| Employer contribution / active EE | $1,685 | $2,588-34.9% | $4,268-60.5% | $2,596-35.1% |
| Participant deferral / active EE | $5,169 | $3,311+56.1% | $5,630-8.2% | $4,274+20.9% |
| Admin fee / account holder | $3,298 | $6,724-51.0% | $16,006-79.4% | $7,775-57.6% |