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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 | $30,168 | $79,961-62.3% | $98,462-69.4% | $75,177-59.9% |
| Participation rate | 96.6% | 70.4%+26.2pp | 75.2%+21.4pp | 67.2%+29.3pp |
| Annual return | 14.51% | 19.75%-5.2pp | 21.17%-6.7pp | 160.75%-146.2pp |
| Employer contribution / active EE | $1,167 | $2,264-48.5% | $3,049-61.7% | $2,671-56.3% |
| Participant deferral / active EE | $3,279 | $3,753-12.6% | $4,738-30.8% | $4,126-20.5% |
| Admin fee / account holder | $817 | $6,842-88.1% | $8,875-90.8% | $5,651-85.5% |