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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 | $18,030 | $81,358-77.8% | $155,556-88.4% | $80,959-77.7% |
| Participation rate | 90.4% | 66.3%+24.1pp | 78.2%+12.2pp | 67.7%+22.7pp |
| Annual return | 10.77% | 33.39%-22.6pp | 64.84%-54.1pp | 35.67%-24.9pp |
| Employer contribution / active EE | $2,129 | $3,106-31.5% | $4,675-54.5% | $2,757-22.8% |
| Participant deferral / active EE | $1,475 | $3,455-57.3% | $5,631-73.8% | $4,300-65.7% |
| Admin fee / account holder | $605 | $7,994-92.4% | $15,885-96.2% | $6,925-91.3% |