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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 | $35,100 | $46,877-25.1% | $122,354-71.3% | $70,126-49.9% |
| Participation rate | 97.4% | 58.2%+39.2pp | 71.6%+25.8pp | 69.5%+27.9pp |
| Annual return | 14.62% | 24.22%-9.6pp | 30.28%-15.7pp | 73.15%-58.5pp |
| Employer contribution / active EE | $738 | $1,288-42.7% | $4,051-81.8% | $2,343-68.5% |
| Participant deferral / active EE | $1,508 | $2,167-30.4% | $3,287-54.1% | $3,332-54.7% |
| Admin fee / account holder | $500 | $3,324-85.0% | $5,479-90.9% | $4,645-89.2% |