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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 | $32,170 | $49,239-34.7% | $70,462-54.3% | $79,858-59.7% |
| Participation rate | 94.4% | 69.2%+25.3pp | 75.1%+19.4pp | 69.6%+24.8pp |
| Annual return | 22.68% | 30.08%-7.4pp | 109.08%-86.4pp | 31.72%-9.0pp |
| Employer contribution / active EE | $1,057 | $2,100-49.7% | $2,737-61.4% | $2,471-57.2% |
| Participant deferral / active EE | $3,698 | $2,769+33.5% | $3,710-0.3% | $3,740-1.1% |
| Admin fee / account holder | $2,488 | $2,876-13.5% | $3,845-35.3% | $5,306-53.1% |