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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 | $19,544 | $64,920-69.9% | $103,693-81.2% | $86,983-77.5% |
| Participation rate | 70.6% | 63.6%+7.0pp | 72.6%-2.1pp | 69.5%+1.0pp |
| Annual return | 20.11% | 30.29%-10.2pp | 47.61%-27.5pp | 25.83%-5.7pp |
| Employer contribution / active EE | $1,167 | $2,141-45.5% | $2,920-60.0% | $2,584-54.8% |
| Participant deferral / active EE | $3,129 | $3,241-3.5% | $4,579-31.7% | $4,194-25.4% |
| Admin fee / account holder | $2,293 | $6,191-63.0% | $7,858-70.8% | $7,856-70.8% |