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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 | $81,331-50.9% | $155,534-74.3% | $80,935-50.7% |
| Participation rate | 75.0% | 66.3%+8.7pp | 78.2%-3.2pp | 67.7%+7.3pp |
| Annual return | 14.47% | 33.37%-18.9pp | 64.92%-50.4pp | 35.66%-21.2pp |
| Employer contribution / active EE | $1,556 | $3,105-49.9% | $4,675-66.7% | $2,757-43.6% |
| Participant deferral / active EE | $3,459 | $3,454+0.1% | $5,630-38.6% | $4,299-19.6% |
| Admin fee / account holder | $1,739 | $7,999-78.3% | $15,900-89.1% | $6,924-74.9% |