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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 | $39,156 | $101,798-61.5% | $165,071-76.3% | $80,935-51.6% |
| Participation rate | 72.4% | 71.8%+0.6pp | 78.6%-6.2pp | 67.7%+4.8pp |
| Annual return | 14.34% | 16.73%-2.4pp | 70.17%-55.8pp | 35.66%-21.3pp |
| Employer contribution / active EE | $2,786 | $2,954-5.7% | $4,347-35.9% | $2,757+1.1% |
| Participant deferral / active EE | $5,917 | $4,476+32.2% | $6,035-2.0% | $4,299+37.6% |
| Admin fee / account holder | $10,300 | $8,221+25.3% | $12,695-18.9% | $6,924+48.7% |