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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 | $19,632 | $65,364-70.0% | $92,909-78.9% | $72,975-73.1% |
| Participation rate | 77.1% | 68.3%+8.8pp | 76.0%+1.1pp | 69.5%+7.6pp |
| Annual return | 28.73% | 42.11%-13.4pp | 109.44%-80.7pp | 81.01%-52.3pp |
| Employer contribution / active EE | $2,080 | $2,594-19.8% | $3,653-43.1% | $2,440-14.7% |
| Participant deferral / active EE | $3,519 | $3,128+12.5% | $4,238-17.0% | $3,608-2.5% |
| Admin fee / account holder | $1,476 | $4,251-65.3% | $5,795-74.5% | $5,124-71.2% |