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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 | $39,475 | $81,276-51.4% | $155,574-74.6% | $80,925-51.2% |
| Participation rate | 78.8% | 66.2%+12.5pp | 78.2%+0.6pp | 67.7%+11.1pp |
| Annual return | 26.32% | 33.36%-7.0pp | 64.87%-38.5pp | 35.65%-9.3pp |
| Employer contribution / active EE | $2,714 | $3,103-12.5% | $4,676-42.0% | $2,756-1.5% |
| Participant deferral / active EE | $3,913 | $3,453+13.3% | $5,629-30.5% | $4,299-9.0% |
| Admin fee / account holder | $1,734 | $7,993-78.3% | $15,914-89.1% | $6,940-75.0% |