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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 | $38,201 | $86,050-55.6% | $189,758-79.9% | $94,015-59.4% |
| Participation rate | 96.4% | 68.9%+27.5pp | 79.8%+16.6pp | 70.8%+25.6pp |
| Annual return | 21.41% | 17.77%+3.6pp | 52.62%-31.2pp | 17.84%+3.6pp |
| Employer contribution / active EE | $996 | $2,819-64.7% | $4,767-79.1% | $2,790-64.3% |
| Participant deferral / active EE | $6,913 | $3,349+106.4% | $5,856+18.0% | $4,249+62.7% |
| Admin fee / account holder | $2,308 | $6,627-65.2% | $20,388-88.7% | $8,951-74.2% |