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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 | $36,617 | $72,269-49.3% | $101,271-63.8% | $79,852-54.1% |
| Participation rate | 92.6% | 68.5%+24.1pp | 75.8%+16.8pp | 69.6%+23.0pp |
| Annual return | 12.38% | 22.29%-9.9pp | 46.48%-34.1pp | 31.72%-19.3pp |
| Employer contribution / active EE | $1,847 | $2,692-31.4% | $3,660-49.5% | $2,471-25.3% |
| Participant deferral / active EE | $3,057 | $3,282-6.9% | $4,371-30.1% | $3,740-18.3% |
| Admin fee / account holder | $1,081 | $4,401-75.4% | $5,948-81.8% | $5,306-79.6% |