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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 | $39,941 | $81,233-50.8% | $155,567-74.3% | $80,874-50.6% |
| Participation rate | 75.0% | 66.2%+8.8pp | 78.2%-3.2pp | 67.6%+7.4pp |
| Annual return | 14.47% | 33.33%-18.9pp | 64.74%-50.3pp | 35.62%-21.1pp |
| Employer contribution / active EE | $1,556 | $3,101-49.8% | $4,674-66.7% | $2,756-43.5% |
| Participant deferral / active EE | $3,459 | $3,452+0.2% | $5,628-38.5% | $4,297-19.5% |
| Admin fee / account holder | $1,739 | $7,998-78.3% | $15,916-89.1% | $6,935-74.9% |