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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 | $12,854 | $76,407-83.2% | $150,298-91.4% | $82,448-84.4% |
| Participation rate | 93.8% | 66.4%+27.4pp | 77.8%+16.0pp | 68.1%+25.7pp |
| Annual return | 16.70% | 39.99%-23.3pp | 62.79%-46.1pp | 41.64%-24.9pp |
| Employer contribution / active EE | $1,414 | $2,614-45.9% | $4,154-66.0% | $2,551-44.6% |
| Participant deferral / active EE | $2,461 | $3,214-23.4% | $5,453-54.9% | $4,139-40.5% |
| Admin fee / account holder | $501 | $6,352-92.1% | $14,116-96.4% | $7,234-93.1% |