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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 | $53,901 | $76,407-29.5% | $150,298-64.1% | $82,448-34.6% |
| Participation rate | 83.3% | 66.4%+16.9pp | 77.8%+5.6pp | 68.1%+15.3pp |
| Annual return | 17.64% | 39.99%-22.4pp | 62.79%-45.1pp | 41.64%-24.0pp |
| Employer contribution / active EE | $588 | $2,614-77.5% | $4,154-85.9% | $2,551-77.0% |
| Participant deferral / active EE | $5,138 | $3,214+59.8% | $5,453-5.8% | $4,139+24.1% |
| Admin fee / account holder | $3,708 | $6,352-41.6% | $14,116-73.7% | $7,234-48.7% |