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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 | $19,109 | $52,580-63.7% | $71,671-73.3% | $70,126-72.8% |
| Participation rate | 96.9% | 60.9%+36.0pp | 68.7%+28.1pp | 69.5%+27.3pp |
| Annual return | 20.53% | 20.25%+0.3pp | 20.65%-0.1pp | 73.15%-52.6pp |
| Employer contribution / active EE | $2,112 | $1,616+30.7% | $2,460-14.1% | $2,343-9.8% |
| Participant deferral / active EE | $0 | $2,386-100.0% | $3,438-100.0% | $3,332-100.0% |
| Admin fee / account holder | $760 | $3,653-79.2% | $5,558-86.3% | $4,645-83.6% |