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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 | $27,571 | $45,050-38.8% | $63,018-56.2% | $70,126-60.7% |
| Participation rate | 96.6% | 69.5%+27.0pp | 74.8%+21.7pp | 69.5%+27.0pp |
| Annual return | 13.70% | 18.76%-5.1pp | 87.62%-73.9pp | 73.15%-59.4pp |
| Employer contribution / active EE | $821 | $2,052-60.0% | $2,761-70.3% | $2,343-65.0% |
| Participant deferral / active EE | $2,885 | $2,466+17.0% | $3,330-13.3% | $3,332-13.4% |
| Admin fee / account holder | $678 | $2,834-76.1% | $3,601-81.2% | $4,645-85.4% |