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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 | $29,122 | $50,554-42.4% | $67,681-57.0% | $87,485-66.7% |
| Participation rate | 70.0% | 67.7%+2.3pp | 73.7%-3.7pp | 68.9%+1.1pp |
| Annual return | 21.62% | 17.81%+3.8pp | 590.58%-569.0pp | 26.06%-4.4pp |
| Employer contribution / active EE | $1,709 | $1,988-14.1% | $2,678-36.2% | $2,596-34.2% |
| Participant deferral / active EE | $6,846 | $2,961+131.2% | $3,976+72.2% | $4,274+60.2% |
| Admin fee / account holder | $2,107 | $4,132-49.0% | $6,100-65.5% | $7,775-72.9% |