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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 | $35,010 | $75,541-53.7% | $152,093-77.0% | $82,637-57.6% |
| Participation rate | 95.7% | 66.5%+29.1pp | 77.8%+17.9pp | 68.1%+27.6pp |
| Annual return | 20.37% | 32.56%-12.2pp | 66.36%-46.0pp | 53.51%-33.1pp |
| Employer contribution / active EE | $1,761 | $2,622-32.8% | $4,175-57.8% | $2,552-31.0% |
| Participant deferral / active EE | $2,714 | $3,206-15.3% | $5,451-50.2% | $4,126-34.2% |
| Admin fee / account holder | $3,742 | $6,405-41.6% | $14,497-74.2% | $7,339-49.0% |