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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 | $73,787-67.1% | $98,716-75.4% | $82,448-70.5% |
| Participation rate | 82.1% | 61.4%+20.7pp | 69.3%+12.8pp | 68.1%+14.1pp |
| Annual return | 17.54% | 18.57%-1.0pp | 31.81%-14.3pp | 41.64%-24.1pp |
| Employer contribution / active EE | $3,126 | $1,511+106.8% | $2,279+37.2% | $2,551+22.5% |
| Participant deferral / active EE | $4,685 | $3,081+52.1% | $4,048+15.8% | $4,139+13.2% |
| Admin fee / account holder | $1,228 | $6,500-81.1% | $8,703-85.9% | $7,234-83.0% |