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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 | $31,330 | $48,078-34.8% | $78,676-60.2% | $62,881-50.2% |
| Participation rate | 97.4% | 65.2%+32.2pp | 73.6%+23.9pp | 69.3%+28.1pp |
| Annual return | 6.93% | 31.36%-24.4pp | 62.19%-55.3pp | 20.14%-13.2pp |
| Employer contribution / active EE | $1,723 | $2,015-14.5% | $2,850-39.6% | $2,281-24.5% |
| Participant deferral / active EE | $1,894 | $2,587-26.8% | $3,517-46.2% | $3,203-40.9% |
| Admin fee / account holder | $2,614 | $3,206-18.5% | $4,510-42.0% | $4,296-39.1% |