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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 | $44,899 | $84,236-46.7% | $170,435-73.7% | $70,126-36.0% |
| Participation rate | 77.8% | 70.8%+6.9pp | 83.6%-5.8pp | 69.5%+8.2pp |
| Annual return | 19.34% | 23.06%-3.7pp | 205.94%-186.6pp | 73.15%-53.8pp |
| Employer contribution / active EE | $2,941 | $3,387-13.2% | $5,432-45.9% | $2,343+25.6% |
| Participant deferral / active EE | $3,519 | $3,086+14.0% | $4,939-28.8% | $3,332+5.6% |
| Admin fee / account holder | $3,443 | $5,698-39.6% | $13,881-75.2% | $4,645-25.9% |