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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 | $28,227 | $54,763-48.5% | $90,324-68.7% | $72,976-61.3% |
| Participation rate | 89.3% | 65.2%+24.1pp | 73.3%+16.0pp | 69.5%+19.8pp |
| Annual return | 18.93% | 30.63%-11.7pp | 78.15%-59.2pp | 81.02%-62.1pp |
| Employer contribution / active EE | $1,021 | $2,093-51.2% | $2,856-64.2% | $2,440-58.1% |
| Participant deferral / active EE | $2,557 | $2,887-11.4% | $3,885-34.2% | $3,608-29.1% |
| Admin fee / account holder | $883 | $3,973-77.8% | $5,356-83.5% | $5,124-82.8% |