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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 | $28,640 | $81,233-64.7% | $155,567-81.6% | $80,874-64.6% |
| Participation rate | 96.3% | 66.2%+30.1pp | 78.2%+18.1pp | 67.6%+28.6pp |
| Annual return | 21.62% | 33.33%-11.7pp | 64.74%-43.1pp | 35.62%-14.0pp |
| Employer contribution / active EE | $2,561 | $3,101-17.4% | $4,674-45.2% | $2,756-7.1% |
| Participant deferral / active EE | $6,696 | $3,452+94.0% | $5,628+19.0% | $4,297+55.8% |
| Admin fee / account holder | $7,494 | $7,998-6.3% | $15,916-52.9% | $6,935+8.1% |