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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 | $27,180 | $46,877-42.0% | $122,354-77.8% | $70,126-61.2% |
| Participation rate | 92.6% | 58.2%+34.4pp | 71.6%+21.0pp | 69.5%+23.1pp |
| Annual return | 14.23% | 24.22%-10.0pp | 30.28%-16.0pp | 73.15%-58.9pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,914 | $2,167+34.4% | $3,287-11.4% | $3,332-12.5% |
| Admin fee / account holder | $373 | $3,324-88.8% | $5,479-93.2% | $4,645-92.0% |