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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 | $35,558 | $81,331-56.3% | $155,534-77.1% | $80,935-56.1% |
| Participation rate | 94.3% | 66.3%+28.0pp | 78.2%+16.1pp | 67.7%+26.6pp |
| Annual return | 13.13% | 33.37%-20.2pp | 64.92%-51.8pp | 35.66%-22.5pp |
| Employer contribution / active EE | $2,239 | $3,105-27.9% | $4,675-52.1% | $2,757-18.8% |
| Participant deferral / active EE | $1,173 | $3,454-66.0% | $5,630-79.2% | $4,299-72.7% |
| Admin fee / account holder | $1,589 | $7,999-80.1% | $15,900-90.0% | $6,924-77.1% |