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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 | $29,539 | $81,331-63.7% | $155,534-81.0% | $80,935-63.5% |
| Participation rate | 70.0% | 66.3%+3.7pp | 78.2%-8.2pp | 67.7%+2.3pp |
| Annual return | 18.59% | 33.37%-14.8pp | 64.92%-46.3pp | 35.66%-17.1pp |
| Employer contribution / active EE | $955 | $3,105-69.2% | $4,675-79.6% | $2,757-65.3% |
| Participant deferral / active EE | $2,617 | $3,454-24.2% | $5,630-53.5% | $4,299-39.1% |
| Admin fee / account holder | $709 | $7,999-91.1% | $15,900-95.5% | $6,924-89.8% |