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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 | $18,684 | $45,050-58.5% | $63,018-70.4% | $70,126-73.4% |
| Participation rate | 97.1% | 69.5%+27.5pp | 74.8%+22.3pp | 69.5%+27.5pp |
| Annual return | 18.55% | 18.76%-0.2pp | 87.62%-69.1pp | 73.15%-54.6pp |
| Employer contribution / active EE | $2,168 | $2,052+5.6% | $2,761-21.5% | $2,343-7.5% |
| Participant deferral / active EE | $1,522 | $2,466-38.3% | $3,330-54.3% | $3,332-54.3% |
| Admin fee / account holder | $664 | $2,834-76.6% | $3,601-81.5% | $4,645-85.7% |