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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 | $78,690-51.5% | $161,489-76.3% | $87,485-56.3% |
| Participation rate | 96.4% | 67.5%+29.0pp | 78.7%+17.7pp | 68.9%+27.5pp |
| Annual return | 21.41% | 32.74%-11.3pp | 89.72%-68.3pp | 26.06%-4.6pp |
| Employer contribution / active EE | $996 | $2,588-61.5% | $4,268-76.7% | $2,596-61.6% |
| Participant deferral / active EE | $6,913 | $3,311+108.8% | $5,630+22.8% | $4,274+61.8% |
| Admin fee / account holder | $2,308 | $6,724-65.7% | $16,006-85.6% | $7,775-70.3% |