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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 | $32,421 | $73,978-56.2% | $96,515-66.4% | $75,173-56.9% |
| Participation rate | 74.5% | 66.4%+8.1pp | 74.3%+0.2pp | 67.2%+7.3pp |
| Annual return | 18.38% | 26.72%-8.3pp | 35.73%-17.3pp | 160.72%-142.3pp |
| Employer contribution / active EE | $866 | $2,931-70.4% | $3,740-76.8% | $2,671-67.6% |
| Participant deferral / active EE | $2,698 | $3,660-26.3% | $4,880-44.7% | $4,126-34.6% |
| Admin fee / account holder | $801 | $5,219-84.7% | $6,735-88.1% | $5,651-85.8% |