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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 | $17,324 | $81,358-78.7% | $155,556-88.9% | $80,959-78.6% |
| Participation rate | 84.0% | 66.3%+17.7pp | 78.2%+5.8pp | 67.7%+16.3pp |
| Annual return | 14.07% | 33.39%-19.3pp | 64.84%-50.8pp | 35.67%-21.6pp |
| Employer contribution / active EE | $612 | $3,106-80.3% | $4,675-86.9% | $2,757-77.8% |
| Participant deferral / active EE | $2,682 | $3,455-22.4% | $5,631-52.4% | $4,300-37.6% |
| Admin fee / account holder | $566 | $7,994-92.9% | $15,885-96.4% | $6,925-91.8% |