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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 | $26,182 | $101,302-74.2% | $149,600-82.5% | $82,637-68.3% |
| Participation rate | 92.9% | 72.5%+20.4pp | 77.2%+15.7pp | 68.1%+24.8pp |
| Annual return | 28.77% | 21.39%+7.4pp | 129.59%-100.8pp | 53.51%-24.7pp |
| Employer contribution / active EE | $2,029 | $3,099-34.5% | $4,193-51.6% | $2,552-20.5% |
| Participant deferral / active EE | $2,202 | $5,589-60.6% | $7,203-69.4% | $4,126-46.6% |
| Admin fee / account holder | $480 | $8,449-94.3% | $13,963-96.6% | $7,339-93.5% |