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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 | $28,684 | $112,729-74.6% | $98,716-70.9% | $137,256-79.1% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.3%+18.2pp | 80.0%+7.5pp |
| Annual return | 15.67% | 38.48%-22.8pp | 31.81%-16.1pp | 220.34%-204.7pp |
| Employer contribution / active EE | $739 | $2,725-72.9% | $2,279-67.6% | $4,156-82.2% |
| Participant deferral / active EE | $7,288 | $4,640+57.1% | $4,048+80.0% | $6,407+13.7% |
| Admin fee / account holder | $706 | $10,129-93.0% | $8,703-91.9% | $12,270-94.2% |