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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 | $25,115 | $77,472-67.6% | $100,392-75.0% | $80,935-69.0% |
| Participation rate | 92.9% | 76.9%+15.9pp | 81.5%+11.4pp | 67.7%+25.2pp |
| Annual return | 13.98% | 37.26%-23.3pp | 49.45%-35.5pp | 35.66%-21.7pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,941-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,113 | $6,818-25.0% | $8,090-36.8% | $4,299+18.9% |
| Admin fee / account holder | $1,383 | $5,885-76.5% | $7,904-82.5% | $6,924-80.0% |