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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 | $52,414 | $84,236-37.8% | $170,435-69.2% | $70,126-25.3% |
| Participation rate | 89.7% | 70.8%+18.9pp | 83.6%+6.1pp | 69.5%+20.2pp |
| Annual return | 24.14% | 23.06%+1.1pp | 205.94%-181.8pp | 73.15%-49.0pp |
| Employer contribution / active EE | $511 | $3,387-84.9% | $5,432-90.6% | $2,343-78.2% |
| Participant deferral / active EE | $2,044 | $3,086-33.8% | $4,939-58.6% | $3,332-38.7% |
| Admin fee / account holder | $1,228 | $5,698-78.5% | $13,881-91.2% | $4,645-73.6% |