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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 | $17,071 | $48,078-64.5% | $78,676-78.3% | $62,881-72.9% |
| Participation rate | 97.8% | 65.2%+32.6pp | 73.6%+24.3pp | 69.3%+28.5pp |
| Annual return | 9.29% | 31.36%-22.1pp | 62.19%-52.9pp | 20.14%-10.9pp |
| Employer contribution / active EE | $674 | $2,015-66.5% | $2,850-76.3% | $2,281-70.4% |
| Participant deferral / active EE | $2,367 | $2,587-8.5% | $3,517-32.7% | $3,203-26.1% |
| Admin fee / account holder | $2,056 | $3,206-35.9% | $4,510-54.4% | $4,296-52.1% |