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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 | $44,001 | $86,050-48.9% | $189,758-76.8% | $94,015-53.2% |
| Participation rate | 80.6% | 68.9%+11.7pp | 79.8%+0.8pp | 70.8%+9.7pp |
| Annual return | 13.06% | 17.77%-4.7pp | 52.62%-39.6pp | 17.84%-4.8pp |
| Employer contribution / active EE | $1,018 | $2,819-63.9% | $4,767-78.6% | $2,790-63.5% |
| Participant deferral / active EE | $2,657 | $3,349-20.7% | $5,856-54.6% | $4,249-37.5% |
| Admin fee / account holder | $941 | $6,627-85.8% | $20,388-95.4% | $8,951-89.5% |