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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 | $26,913 | $81,358-66.9% | $155,556-82.7% | $80,959-66.8% |
| Participation rate | 94.9% | 66.3%+28.6pp | 78.2%+16.7pp | 67.7%+27.2pp |
| Annual return | 11.53% | 33.39%-21.9pp | 64.84%-53.3pp | 35.67%-24.1pp |
| Employer contribution / active EE | $1,829 | $3,106-41.1% | $4,675-60.9% | $2,757-33.7% |
| Participant deferral / active EE | $1,739 | $3,455-49.7% | $5,631-69.1% | $4,300-59.5% |
| Admin fee / account holder | $1,631 | $7,994-79.6% | $15,885-89.7% | $6,925-76.5% |