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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 | $36,399 | $53,128-31.5% | $86,582-58.0% | $70,126-48.1% |
| Participation rate | 73.7% | 65.3%+8.4pp | 73.5%+0.1pp | 69.5%+4.1pp |
| Annual return | 14.64% | 27.66%-13.0pp | 965.08%-950.4pp | 73.15%-58.5pp |
| Employer contribution / active EE | $1,591 | $2,068-23.1% | $2,839-44.0% | $2,343-32.1% |
| Participant deferral / active EE | $2,282 | $2,695-15.3% | $3,609-36.8% | $3,332-31.5% |
| Admin fee / account holder | $2,943 | $3,584-17.9% | $4,904-40.0% | $4,645-36.7% |