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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 | $15,904 | $49,255-67.7% | $70,494-77.4% | $79,856-80.1% |
| Participation rate | 94.3% | 69.2%+25.1pp | 75.1%+19.2pp | 69.6%+24.6pp |
| Annual return | 18.79% | 30.10%-11.3pp | 109.16%-90.4pp | 31.71%-12.9pp |
| Employer contribution / active EE | $1,874 | $2,100-10.8% | $2,738-31.6% | $2,471-24.2% |
| Participant deferral / active EE | $2,306 | $2,768-16.7% | $3,711-37.9% | $3,741-38.4% |
| Admin fee / account holder | $2,131 | $2,879-26.0% | $3,848-44.6% | $5,306-59.8% |