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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 | $78,690-49.6% | $161,489-75.5% | $87,485-54.7% |
| Participation rate | 92.3% | 67.5%+24.8pp | 78.7%+13.6pp | 68.9%+23.4pp |
| Annual return | 17.08% | 32.74%-15.7pp | 89.72%-72.6pp | 26.06%-9.0pp |
| Employer contribution / active EE | $2,128 | $2,588-17.8% | $4,268-50.1% | $2,596-18.0% |
| Participant deferral / active EE | $8,523 | $3,311+157.4% | $5,630+51.4% | $4,274+99.4% |
| Admin fee / account holder | $5,860 | $6,724-12.8% | $16,006-63.4% | $7,775-24.6% |