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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 | $77,814-60.3% | $158,223-80.5% | $86,983-64.5% |
| Participation rate | 93.3% | 68.4%+24.9pp | 79.2%+14.1pp | 69.5%+23.8pp |
| Annual return | 13.23% | 30.54%-17.3pp | 52.09%-38.9pp | 25.83%-12.6pp |
| Employer contribution / active EE | $1,428 | $2,592-44.9% | $4,109-65.3% | $2,584-44.8% |
| Participant deferral / active EE | $2,729 | $3,270-16.5% | $5,467-50.1% | $4,194-34.9% |
| Admin fee / account holder | $1,064 | $5,879-81.9% | $16,047-93.4% | $7,856-86.5% |