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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 | $13,069 | $54,757-76.1% | $90,304-85.5% | $72,975-82.1% |
| Participation rate | 88.2% | 65.2%+23.1pp | 73.3%+15.0pp | 69.5%+18.7pp |
| Annual return | 29.31% | 30.63%-1.3pp | 78.13%-48.8pp | 81.01%-51.7pp |
| Employer contribution / active EE | $721 | $2,093-65.6% | $2,855-74.7% | $2,440-70.5% |
| Participant deferral / active EE | $6,126 | $2,887+112.2% | $3,885+57.7% | $3,608+69.8% |
| Admin fee / account holder | $556 | $3,973-86.0% | $5,354-89.6% | $5,124-89.1% |