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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 | $28,488 | $50,554-43.6% | $67,681-57.9% | $87,485-67.4% |
| Participation rate | 83.6% | 67.7%+15.9pp | 73.7%+9.9pp | 68.9%+14.7pp |
| Annual return | 13.67% | 17.81%-4.1pp | 590.58%-576.9pp | 26.06%-12.4pp |
| Employer contribution / active EE | $1,277 | $1,988-35.8% | $2,678-52.3% | $2,596-50.8% |
| Participant deferral / active EE | $3,166 | $2,961+6.9% | $3,976-20.4% | $4,274-25.9% |
| Admin fee / account holder | $431 | $4,132-89.6% | $6,100-92.9% | $7,775-94.5% |