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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 | $31,111 | $81,276-61.7% | $155,574-80.0% | $80,925-61.6% |
| Participation rate | 88.5% | 66.2%+22.2pp | 78.2%+10.2pp | 67.7%+20.8pp |
| Annual return | 34.22% | 33.36%+0.9pp | 64.87%-30.6pp | 35.65%-1.4pp |
| Employer contribution / active EE | $999 | $3,103-67.8% | $4,676-78.6% | $2,756-63.7% |
| Participant deferral / active EE | $6,559 | $3,453+90.0% | $5,629+16.5% | $4,299+52.6% |
| Admin fee / account holder | $3,060 | $7,993-61.7% | $15,914-80.8% | $6,940-55.9% |