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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 | $36,099 | $67,602-46.6% | $82,312-56.1% | $70,126-48.5% |
| Participation rate | 95.7% | 72.8%+23.0pp | 76.9%+18.9pp | 69.5%+26.2pp |
| Annual return | 16.44% | 21.57%-5.1pp | 25.88%-9.4pp | 73.15%-56.7pp |
| Employer contribution / active EE | $1,088 | $1,755-38.0% | $2,428-55.2% | $2,343-53.6% |
| Participant deferral / active EE | $2,125 | $2,987-28.9% | $3,706-42.7% | $3,332-36.2% |
| Admin fee / account holder | $477 | $4,512-89.4% | $5,608-91.5% | $4,645-89.7% |