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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 | $27,133 | $76,407-64.5% | $150,298-81.9% | $82,448-67.1% |
| Participation rate | 85.7% | 66.4%+19.3pp | 77.8%+8.0pp | 68.1%+17.6pp |
| Annual return | 19.44% | 39.99%-20.6pp | 62.79%-43.3pp | 41.64%-22.2pp |
| Employer contribution / active EE | $1,370 | $2,614-47.6% | $4,154-67.0% | $2,551-46.3% |
| Participant deferral / active EE | $4,998 | $3,214+55.5% | $5,453-8.3% | $4,139+20.7% |
| Admin fee / account holder | $897 | $6,352-85.9% | $14,116-93.6% | $7,234-87.6% |