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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 | $31,873 | $78,690-59.5% | $161,489-80.3% | $87,485-63.6% |
| Participation rate | 82.7% | 67.5%+15.2pp | 78.7%+4.0pp | 68.9%+13.8pp |
| Annual return | 16.09% | 32.74%-16.7pp | 89.72%-73.6pp | 26.06%-10.0pp |
| Employer contribution / active EE | $1,902 | $2,588-26.5% | $4,268-55.4% | $2,596-26.7% |
| Participant deferral / active EE | $3,459 | $3,311+4.5% | $5,630-38.6% | $4,274-19.1% |
| Admin fee / account holder | $3,788 | $6,724-43.7% | $16,006-76.3% | $7,775-51.3% |