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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 | $76,407-50.0% | $150,298-74.6% | $82,448-53.7% |
| Participation rate | 96.4% | 66.4%+30.0pp | 77.8%+18.7pp | 68.1%+28.4pp |
| Annual return | 21.41% | 39.99%-18.6pp | 62.79%-41.4pp | 41.64%-20.2pp |
| Employer contribution / active EE | $996 | $2,614-61.9% | $4,154-76.0% | $2,551-61.0% |
| Participant deferral / active EE | $6,913 | $3,214+115.1% | $5,453+26.8% | $4,139+67.0% |
| Admin fee / account holder | $2,308 | $6,352-63.7% | $14,116-83.6% | $7,234-68.1% |