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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 | $25,279 | $76,407-66.9% | $150,298-83.2% | $82,448-69.3% |
| Participation rate | 76.0% | 66.4%+9.6pp | 77.8%-1.8pp | 68.1%+7.9pp |
| Annual return | 20.14% | 39.99%-19.9pp | 62.79%-42.6pp | 41.64%-21.5pp |
| Employer contribution / active EE | $1,750 | $2,614-33.1% | $4,154-57.9% | $2,551-31.4% |
| Participant deferral / active EE | $2,921 | $3,214-9.1% | $5,453-46.4% | $4,139-29.4% |
| Admin fee / account holder | $1,132 | $6,352-82.2% | $14,116-92.0% | $7,234-84.4% |