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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 | $46,978 | $81,358-42.3% | $155,556-69.8% | $80,959-42.0% |
| Participation rate | 73.3% | 66.3%+7.1pp | 78.2%-4.9pp | 67.7%+5.7pp |
| Annual return | 12.04% | 33.39%-21.3pp | 64.84%-52.8pp | 35.67%-23.6pp |
| Employer contribution / active EE | $3,019 | $3,106-2.8% | $4,675-35.4% | $2,757+9.5% |
| Participant deferral / active EE | $4,641 | $3,455+34.3% | $5,631-17.6% | $4,300+7.9% |
| Admin fee / account holder | $450 | $7,994-94.4% | $15,885-97.2% | $6,925-93.5% |