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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 | $20,711 | $81,358-74.5% | $155,556-86.7% | $80,959-74.4% |
| Participation rate | 82.1% | 66.3%+15.9pp | 78.2%+3.9pp | 67.7%+14.5pp |
| Annual return | 11.73% | 33.39%-21.7pp | 64.84%-53.1pp | 35.67%-23.9pp |
| Employer contribution / active EE | $1,603 | $3,106-48.4% | $4,675-65.7% | $2,757-41.9% |
| Participant deferral / active EE | $1,528 | $3,455-55.8% | $5,631-72.9% | $4,300-64.5% |
| Admin fee / account holder | $494 | $7,994-93.8% | $15,885-96.9% | $6,925-92.9% |