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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 | $24,266 | $45,050-46.1% | $63,018-61.5% | $70,126-65.4% |
| Participation rate | 91.4% | 69.5%+21.9pp | 74.8%+16.6pp | 69.5%+21.8pp |
| Annual return | 13.31% | 18.76%-5.5pp | 87.62%-74.3pp | 73.15%-59.8pp |
| Employer contribution / active EE | $2,544 | $2,052+24.0% | $2,761-7.9% | $2,343+8.6% |
| Participant deferral / active EE | $2,295 | $2,466-6.9% | $3,330-31.1% | $3,332-31.1% |
| Admin fee / account holder | $935 | $2,834-67.0% | $3,601-74.0% | $4,645-79.9% |