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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 | $14,971 | $25,014-40.2% | $69,611-78.5% | $80,925-81.5% |
| Participation rate | 81.5% | 64.2%+17.3pp | 66.4%+15.1pp | 67.7%+13.8pp |
| Annual return | 15.24% | 19.08%-3.8pp | 101.14%-85.9pp | 35.65%-20.4pp |
| Employer contribution / active EE | $1,979 | $991+99.7% | $1,709+15.9% | $2,756-28.2% |
| Participant deferral / active EE | $4,101 | $1,840+122.9% | $2,891+41.9% | $4,299-4.6% |
| Admin fee / account holder | $1,709 | $2,491-31.4% | $4,696-63.6% | $6,940-75.4% |