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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 | $32,680 | $43,730-25.3% | $121,220-73.0% | $64,173-49.1% |
| Participation rate | 74.4% | 58.3%+16.1pp | 71.8%+2.7pp | 69.6%+4.8pp |
| Annual return | 10.97% | 68.94%-58.0pp | 16.94%-6.0pp | 7.63%+3.3pp |
| Employer contribution / active EE | $765 | $1,297-41.0% | $4,023-81.0% | $2,381-67.9% |
| Participant deferral / active EE | $1,963 | $2,281-13.9% | $3,345-41.3% | $3,470-43.4% |
| Admin fee / account holder | $4,829 | $3,502+37.9% | $5,021-3.8% | $4,887-1.2% |