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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 | $34,841 | $78,690-55.7% | $161,489-78.4% | $87,485-60.2% |
| Participation rate | 94.5% | 67.5%+27.1pp | 78.7%+15.8pp | 68.9%+25.6pp |
| Annual return | 15.86% | 32.74%-16.9pp | 89.72%-73.9pp | 26.06%-10.2pp |
| Employer contribution / active EE | $3,747 | $2,588+44.8% | $4,268-12.2% | $2,596+44.3% |
| Participant deferral / active EE | $2,552 | $3,311-22.9% | $5,630-54.7% | $4,274-40.3% |
| Admin fee / account holder | $5,734 | $6,724-14.7% | $16,006-64.2% | $7,775-26.2% |