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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 | $70,676 | $45,082+56.8% | $69,464+1.7% | $72,975-3.2% |
| Participation rate | 96.4% | 68.5%+27.9pp | 74.6%+21.8pp | 69.5%+26.9pp |
| Annual return | 19.92% | 22.66%-2.7pp | 28.98%-9.1pp | 81.01%-61.1pp |
| Employer contribution / active EE | $950 | $2,055-53.8% | $2,779-65.8% | $2,440-61.1% |
| Participant deferral / active EE | $0 | $2,604-100.0% | $3,536-100.0% | $3,608-100.0% |
| Admin fee / account holder | $626 | $3,057-79.5% | $3,840-83.7% | $5,124-87.8% |