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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 | $98,652-73.5% | $142,942-81.7% | $82,448-68.2% |
| Participation rate | 92.9% | 72.8%+20.1pp | 76.8%+16.0pp | 68.1%+24.8pp |
| Annual return | 28.77% | 22.65%+6.1pp | 113.70%-84.9pp | 41.64%-12.9pp |
| Employer contribution / active EE | $2,029 | $3,211-36.8% | $4,139-51.0% | $2,551-20.5% |
| Participant deferral / active EE | $2,202 | $5,580-60.5% | $7,128-69.1% | $4,139-46.8% |
| Admin fee / account holder | $480 | $8,078-94.1% | $12,475-96.2% | $7,234-93.4% |