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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 | $81,331-78.6% | $155,534-88.8% | $80,935-78.5% |
| Participation rate | 80.0% | 66.3%+13.7pp | 78.2%+1.8pp | 67.7%+12.3pp |
| Annual return | 30.72% | 33.37%-2.6pp | 64.92%-34.2pp | 35.66%-4.9pp |
| Employer contribution / active EE | $824 | $3,105-73.5% | $4,675-82.4% | $2,757-70.1% |
| Participant deferral / active EE | $5,302 | $3,454+53.5% | $5,630-5.8% | $4,299+23.3% |
| Admin fee / account holder | $7,018 | $7,999-12.3% | $15,900-55.9% | $6,924+1.3% |