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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 | $36,187 | $77,638-53.4% | $156,552-76.9% | $62,881-42.5% |
| Participation rate | 94.0% | 71.2%+22.8pp | 84.0%+10.0pp | 69.3%+24.7pp |
| Annual return | 16.25% | 50.33%-34.1pp | 32.23%-16.0pp | 20.14%-3.9pp |
| Employer contribution / active EE | $1,182 | $3,444-65.7% | $5,501-78.5% | $2,281-48.2% |
| Participant deferral / active EE | $4,312 | $3,046+41.6% | $4,871-11.5% | $3,203+34.6% |
| Admin fee / account holder | $6,105 | $5,561+9.8% | $13,028-53.1% | $4,296+42.1% |