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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 | $76,407-54.4% | $150,298-76.8% | $82,448-57.7% |
| Participation rate | 94.5% | 66.4%+28.1pp | 77.8%+16.8pp | 68.1%+26.5pp |
| Annual return | 15.86% | 39.99%-24.1pp | 62.79%-46.9pp | 41.64%-25.8pp |
| Employer contribution / active EE | $3,747 | $2,614+43.4% | $4,154-9.8% | $2,551+46.9% |
| Participant deferral / active EE | $2,552 | $3,214-20.6% | $5,453-53.2% | $4,139-38.4% |
| Admin fee / account holder | $5,734 | $6,352-9.7% | $14,116-59.4% | $7,234-20.7% |