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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 | $39,644 | $76,407-48.1% | $150,298-73.6% | $82,448-51.9% |
| Participation rate | 92.3% | 66.4%+25.9pp | 77.8%+14.5pp | 68.1%+24.2pp |
| Annual return | 17.08% | 39.99%-22.9pp | 62.79%-45.7pp | 41.64%-24.6pp |
| Employer contribution / active EE | $2,128 | $2,614-18.6% | $4,154-48.8% | $2,551-16.6% |
| Participant deferral / active EE | $8,523 | $3,214+165.1% | $5,453+56.3% | $4,139+105.9% |
| Admin fee / account holder | $5,860 | $6,352-7.8% | $14,116-58.5% | $7,234-19.0% |