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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 | $35,194 | $77,908-54.8% | $149,696-76.5% | $75,173-53.2% |
| Participation rate | 87.2% | 65.6%+21.6pp | 78.8%+8.4pp | 67.2%+20.0pp |
| Annual return | 21.93% | 31.73%-9.8pp | 134.46%-112.5pp | 160.72%-138.8pp |
| Employer contribution / active EE | $1,362 | $3,138-56.6% | $4,821-71.7% | $2,671-49.0% |
| Participant deferral / active EE | $5,857 | $3,411+71.7% | $5,682+3.1% | $4,126+41.9% |
| Admin fee / account holder | $1,498 | $5,950-74.8% | $13,212-88.7% | $5,651-73.5% |