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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 | $115,225-75.1% | $100,712-71.5% | $138,895-79.3% |
| Participation rate | 87.5% | 74.3%+13.2pp | 69.3%+18.2pp | 79.9%+7.6pp |
| Annual return | 15.67% | 40.35%-24.7pp | 33.27%-17.6pp | 145.39%-129.7pp |
| Employer contribution / active EE | $739 | $2,771-73.3% | $2,313-68.1% | $4,194-82.4% |
| Participant deferral / active EE | $7,288 | $4,699+55.1% | $4,085+78.4% | $6,396+13.9% |
| Admin fee / account holder | $706 | $10,844-93.5% | $9,256-92.4% | $12,562-94.4% |