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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 | $30,547 | $75,807-59.7% | $116,096-73.7% | $86,983-64.9% |
| Participation rate | 95.0% | 66.9%+28.1pp | 73.3%+21.7pp | 69.5%+25.5pp |
| Annual return | 13.58% | 18.57%-5.0pp | 326.25%-312.7pp | 25.83%-12.3pp |
| Employer contribution / active EE | $1,375 | $1,892-27.3% | $2,503-45.1% | $2,584-46.8% |
| Participant deferral / active EE | $3,511 | $3,212+9.3% | $3,952-11.2% | $4,194-16.3% |
| Admin fee / account holder | $1,284 | $6,659-80.7% | $7,704-83.3% | $7,856-83.7% |