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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 | $39,685 | $75,807-47.6% | $116,096-65.8% | $86,983-54.4% |
| Participation rate | 91.2% | 66.9%+24.3pp | 73.3%+17.9pp | 69.5%+21.6pp |
| Annual return | 21.79% | 18.57%+3.2pp | 326.25%-304.5pp | 25.83%-4.0pp |
| Employer contribution / active EE | $1,886 | $1,892-0.3% | $2,503-24.7% | $2,584-27.0% |
| Participant deferral / active EE | $4,998 | $3,212+55.6% | $3,952+26.5% | $4,194+19.2% |
| Admin fee / account holder | $812 | $6,659-87.8% | $7,704-89.5% | $7,856-89.7% |