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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 | $12,932 | $45,079-71.3% | $69,461-81.4% | $72,983-82.3% |
| Participation rate | 98.7% | 68.5%+30.2pp | 74.6%+24.1pp | 69.5%+29.2pp |
| Annual return | 20.36% | 22.65%-2.3pp | 28.97%-8.6pp | 81.01%-60.6pp |
| Employer contribution / active EE | $1,183 | $2,055-42.4% | $2,779-57.5% | $2,440-51.5% |
| Participant deferral / active EE | $3,947 | $2,603+51.6% | $3,536+11.6% | $3,608+9.4% |
| Admin fee / account holder | $999 | $3,056-67.3% | $3,840-74.0% | $5,124-80.5% |