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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 | $18,790 | $40,275-53.3% | $57,356-67.2% | $59,633-68.5% |
| Participation rate | 79.7% | 69.1%+10.5pp | 75.1%+4.6pp | 68.7%+11.0pp |
| Annual return | 2.73% | 27.52%-24.8pp | 24.41%-21.7pp | 2041.45%-2038.7pp |
| Employer contribution / active EE | $824 | $1,921-57.1% | $2,689-69.4% | $2,203-62.6% |
| Participant deferral / active EE | $998 | $2,400-58.4% | $3,162-68.4% | $3,192-68.7% |
| Admin fee / account holder | $301 | $2,820-89.3% | $3,357-91.0% | $4,297-93.0% |