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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 | $21,297 | $99,875-78.7% | $146,866-85.5% | $86,983-75.5% |
| Participation rate | 94.0% | 75.8%+18.2pp | 82.5%+11.5pp | 69.5%+24.4pp |
| Annual return | 23.80% | 28.10%-4.3pp | 102.85%-79.1pp | 25.83%-2.0pp |
| Employer contribution / active EE | $2,810 | $3,224-12.8% | $4,425-36.5% | $2,584+8.7% |
| Participant deferral / active EE | $3,264 | $6,322-48.4% | $7,759-57.9% | $4,194-22.2% |
| Admin fee / account holder | $832 | $7,838-89.4% | $13,620-93.9% | $7,856-89.4% |