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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 | $39,140 | $77,814-49.7% | $158,223-75.3% | $86,983-55.0% |
| Participation rate | 93.9% | 68.4%+25.5pp | 79.2%+14.7pp | 69.5%+24.4pp |
| Annual return | 12.94% | 30.54%-17.6pp | 52.09%-39.1pp | 25.83%-12.9pp |
| Employer contribution / active EE | $2,149 | $2,592-17.1% | $4,109-47.7% | $2,584-16.9% |
| Participant deferral / active EE | $1,900 | $3,270-41.9% | $5,467-65.3% | $4,194-54.7% |
| Admin fee / account holder | $1,144 | $5,879-80.5% | $16,047-92.9% | $7,856-85.4% |