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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 | $22,528 | $81,487-72.4% | $102,412-78.0% | $80,935-72.2% |
| Participation rate | 96.3% | 66.8%+29.5pp | 74.5%+21.8pp | 67.7%+28.6pp |
| Annual return | 13.11% | 25.60%-12.5pp | 24.94%-11.8pp | 35.66%-22.6pp |
| Employer contribution / active EE | $3,269 | $3,103+5.3% | $3,870-15.5% | $2,757+18.6% |
| Participant deferral / active EE | $2,296 | $3,871-40.7% | $5,060-54.6% | $4,299-46.6% |
| Admin fee / account holder | $905 | $6,717-86.5% | $8,388-89.2% | $6,924-86.9% |