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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 | $57,721 | $72,492-20.4% | $87,102-33.7% | $72,983-20.9% |
| Participation rate | 96.7% | 72.8%+23.9pp | 76.9%+19.8pp | 69.5%+27.2pp |
| Annual return | 18.12% | 24.46%-6.3pp | 28.19%-10.1pp | 81.01%-62.9pp |
| Employer contribution / active EE | $2,668 | $1,894+40.9% | $2,521+5.8% | $2,440+9.4% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,048-100.0% | $3,608-100.0% |
| Admin fee / account holder | $363 | $5,055-92.8% | $7,491-95.2% | $5,124-92.9% |