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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 | $25,977 | $111,814-76.8% | $103,378-74.9% | $145,978-82.2% |
| Participation rate | 76.5% | 77.9%-1.5pp | 74.5%+2.0pp | 80.3%-3.8pp |
| Annual return | 10.11% | 24.80%-14.7pp | 24.91%-14.8pp | 550.52%-540.4pp |
| Employer contribution / active EE | $1,812 | $4,215-57.0% | $3,870-53.2% | $4,662-61.1% |
| Participant deferral / active EE | $2,123 | $5,618-62.2% | $5,058-58.0% | $6,690-68.3% |
| Admin fee / account holder | $2,079 | $9,764-78.7% | $8,401-75.3% | $13,400-84.5% |