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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 | $30,838 | $41,377-25.5% | $109,313-71.8% | $62,881-51.0% |
| Participation rate | 96.6% | 57.5%+39.0pp | 71.3%+25.3pp | 69.3%+27.2pp |
| Annual return | 5.16% | 11.05%-5.9pp | 22.07%-16.9pp | 20.14%-15.0pp |
| Employer contribution / active EE | $1,798 | $1,276+40.9% | $3,892-53.8% | $2,281-21.2% |
| Participant deferral / active EE | $0 | $2,045-100.0% | $3,166-100.0% | $3,203-100.0% |
| Admin fee / account holder | $862 | $2,884-70.1% | $5,666-84.8% | $4,296-79.9% |