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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 | $22,617 | $81,331-72.2% | $155,534-85.5% | $80,935-72.1% |
| Participation rate | 77.2% | 66.3%+11.0pp | 78.2%-1.0pp | 67.7%+9.6pp |
| Annual return | 15.05% | 33.37%-18.3pp | 64.92%-49.9pp | 35.66%-20.6pp |
| Employer contribution / active EE | $1,816 | $3,105-41.5% | $4,675-61.1% | $2,757-34.1% |
| Participant deferral / active EE | $2,818 | $3,454-18.4% | $5,630-50.0% | $4,299-34.5% |
| Admin fee / account holder | $3,218 | $7,999-59.8% | $15,900-79.8% | $6,924-53.5% |