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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 | $9,847 | $81,276-87.9% | $155,574-93.7% | $80,925-87.8% |
| Participation rate | 92.9% | 66.2%+26.6pp | 78.2%+14.6pp | 67.7%+25.2pp |
| Annual return | 11.13% | 33.36%-22.2pp | 64.87%-53.7pp | 35.65%-24.5pp |
| Employer contribution / active EE | $2,059 | $3,103-33.6% | $4,676-56.0% | $2,756-25.3% |
| Participant deferral / active EE | $2,220 | $3,453-35.7% | $5,629-60.6% | $4,299-48.3% |
| Admin fee / account holder | $3,443 | $7,993-56.9% | $15,914-78.4% | $6,940-50.4% |