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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 | $24,292 | $76,834-68.4% | $108,359-77.6% | $87,485-72.2% |
| Participation rate | 82.1% | 61.7%+20.4pp | 70.1%+12.0pp | 68.9%+13.2pp |
| Annual return | 17.54% | 19.09%-1.6pp | 36.89%-19.4pp | 26.06%-8.5pp |
| Employer contribution / active EE | $3,126 | $1,556+100.8% | $2,399+30.3% | $2,596+20.4% |
| Participant deferral / active EE | $4,685 | $3,100+51.1% | $4,137+13.3% | $4,274+9.6% |
| Admin fee / account holder | $1,228 | $6,537-81.2% | $9,741-87.4% | $7,775-84.2% |