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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 | $19,757 | $152,394-87.0% | $124,067-84.1% | $155,188-87.3% |
| Participation rate | 71.4% | 68.8%+2.6pp | 66.9%+4.5pp | 80.8%-9.4pp |
| Annual return | 13.79% | 34.93%-21.1pp | 31.06%-17.3pp | 148.84%-135.0pp |
| Employer contribution / active EE | $1,630 | $2,398-32.0% | $2,166-24.8% | $4,248-61.6% |
| Participant deferral / active EE | $705 | $3,823-81.6% | $3,463-79.7% | $6,531-89.2% |
| Admin fee / account holder | $505 | $6,949-92.7% | $7,351-93.1% | $14,480-96.5% |