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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 | $24,276 | $100,970-76.0% | $96,576-74.9% | $137,256-82.3% |
| Participation rate | 75.0% | 82.6%-7.6pp | 81.4%-6.4pp | 80.0%-5.0pp |
| Annual return | 19.94% | 38.16%-18.2pp | 38.47%-18.5pp | 220.34%-200.4pp |
| Employer contribution / active EE | $1,827 | $3,809-52.0% | $3,553-48.6% | $4,156-56.0% |
| Participant deferral / active EE | $2,976 | $8,286-64.1% | $7,956-62.6% | $6,407-53.6% |
| Admin fee / account holder | $4,669 | $11,312-58.7% | $11,381-59.0% | $12,270-61.9% |