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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 | $24,566 | $62,672-60.8% | $185,117-86.7% | $70,126-65.0% |
| Participation rate | 91.7% | 63.8%+27.9pp | 77.3%+14.4pp | 69.5%+22.1pp |
| Annual return | 14.25% | 40.79%-26.5pp | 40.50%-26.2pp | 73.15%-58.9pp |
| Employer contribution / active EE | $1,255 | $1,753-28.4% | $4,182-70.0% | $2,343-46.4% |
| Participant deferral / active EE | $2,350 | $3,272-28.2% | $5,045-53.4% | $3,332-29.5% |
| Admin fee / account holder | $524 | $3,932-86.7% | $8,159-93.6% | $4,645-88.7% |