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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 | $31,491 | $93,598-66.4% | $135,974-76.8% | $75,173-58.1% |
| Participation rate | 82.9% | 75.2%+7.7pp | 81.9%+0.9pp | 67.2%+15.7pp |
| Annual return | 35.98% | 30.89%+5.1pp | 68.30%-32.3pp | 160.72%-124.7pp |
| Employer contribution / active EE | $2,833 | $3,538-19.9% | $4,859-41.7% | $2,671+6.1% |
| Participant deferral / active EE | $5,026 | $6,405-21.5% | $7,760-35.2% | $4,126+21.8% |
| Admin fee / account holder | $2,192 | $6,978-68.6% | $10,767-79.6% | $5,651-61.2% |