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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 | $39,748 | $73,978-46.3% | $96,515-58.8% | $75,173-47.1% |
| Participation rate | 89.7% | 66.4%+23.2pp | 74.3%+15.3pp | 67.2%+22.5pp |
| Annual return | 14.30% | 26.72%-12.4pp | 35.73%-21.4pp | 160.72%-146.4pp |
| Employer contribution / active EE | $1,414 | $2,931-51.8% | $3,740-62.2% | $2,671-47.1% |
| Participant deferral / active EE | $1,816 | $3,660-50.4% | $4,880-62.8% | $4,126-56.0% |
| Admin fee / account holder | $2,687 | $5,219-48.5% | $6,735-60.1% | $5,651-52.5% |