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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 | $24,573 | $58,627-58.1% | $76,735-68.0% | $82,448-70.2% |
| Participation rate | 86.2% | 63.2%+23.0pp | 69.5%+16.7pp | 68.1%+18.1pp |
| Annual return | 18.86% | 39.10%-20.2pp | 29.77%-10.9pp | 41.64%-22.8pp |
| Employer contribution / active EE | $1,980 | $1,729+14.5% | $2,454-19.3% | $2,551-22.4% |
| Participant deferral / active EE | $3,618 | $3,134+15.5% | $4,088-11.5% | $4,139-12.6% |
| Admin fee / account holder | $2,333 | $5,323-56.2% | $7,189-67.5% | $7,234-67.7% |