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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 | $29,220 | $81,358-64.1% | $155,556-81.2% | $80,959-63.9% |
| Participation rate | 98.3% | 66.3%+32.1pp | 78.2%+20.1pp | 67.7%+30.7pp |
| Annual return | 15.54% | 33.39%-17.8pp | 64.84%-49.3pp | 35.67%-20.1pp |
| Employer contribution / active EE | $2,006 | $3,106-35.4% | $4,675-57.1% | $2,757-27.2% |
| Participant deferral / active EE | $3,874 | $3,455+12.1% | $5,631-31.2% | $4,300-9.9% |
| Admin fee / account holder | $5,511 | $7,994-31.1% | $15,885-65.3% | $6,925-20.4% |