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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 | $35,771 | $76,407-53.2% | $150,298-76.2% | $82,448-56.6% |
| Participation rate | 95.3% | 66.4%+29.0pp | 77.8%+17.6pp | 68.1%+27.3pp |
| Annual return | 13.76% | 39.99%-26.2pp | 62.79%-49.0pp | 41.64%-27.9pp |
| Employer contribution / active EE | $1,582 | $2,614-39.5% | $4,154-61.9% | $2,551-38.0% |
| Participant deferral / active EE | $3,135 | $3,214-2.5% | $5,453-42.5% | $4,139-24.3% |
| Admin fee / account holder | $491 | $6,352-92.3% | $14,116-96.5% | $7,234-93.2% |