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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 | $19,255 | $84,233-77.1% | $170,436-88.7% | $70,131-72.5% |
| Participation rate | 77.1% | 70.8%+6.3pp | 83.6%-6.5pp | 69.5%+7.6pp |
| Annual return | 21.09% | 23.06%-2.0pp | 205.94%-184.9pp | 73.14%-52.1pp |
| Employer contribution / active EE | $908 | $3,387-73.2% | $5,433-83.3% | $2,342-61.2% |
| Participant deferral / active EE | $1,351 | $3,086-56.2% | $4,939-72.7% | $3,332-59.5% |
| Admin fee / account holder | $2,472 | $5,698-56.6% | $13,880-82.2% | $4,645-46.8% |