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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 | $17,425 | $81,262-78.6% | $155,602-88.8% | $80,911-78.5% |
| Participation rate | 80.0% | 66.2%+13.8pp | 78.2%+1.8pp | 67.6%+12.4pp |
| Annual return | 30.72% | 33.34%-2.6pp | 64.81%-34.1pp | 35.63%-4.9pp |
| Employer contribution / active EE | $824 | $3,102-73.4% | $4,675-82.4% | $2,756-70.1% |
| Participant deferral / active EE | $5,302 | $3,451+53.6% | $5,629-5.8% | $4,297+23.4% |
| Admin fee / account holder | $7,018 | $7,992-12.2% | $15,923-55.9% | $6,935+1.2% |