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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 | $30,898 | $86,050-64.1% | $189,758-83.7% | $94,015-67.1% |
| Participation rate | 93.3% | 68.9%+24.4pp | 79.8%+13.5pp | 70.8%+22.5pp |
| Annual return | 13.23% | 17.77%-4.5pp | 52.62%-39.4pp | 17.84%-4.6pp |
| Employer contribution / active EE | $1,428 | $2,819-49.4% | $4,767-70.0% | $2,790-48.8% |
| Participant deferral / active EE | $2,729 | $3,349-18.5% | $5,856-53.4% | $4,249-35.8% |
| Admin fee / account holder | $1,064 | $6,627-83.9% | $20,388-94.8% | $8,951-88.1% |