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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 | $81,276-64.8% | $155,574-81.6% | $80,925-64.6% |
| Participation rate | 96.3% | 66.2%+30.0pp | 78.2%+18.1pp | 67.7%+28.6pp |
| Annual return | 21.62% | 33.36%-11.7pp | 64.87%-43.2pp | 35.65%-14.0pp |
| Employer contribution / active EE | $2,561 | $3,103-17.5% | $4,676-45.2% | $2,756-7.1% |
| Participant deferral / active EE | $6,696 | $3,453+93.9% | $5,629+19.0% | $4,299+55.8% |
| Admin fee / account holder | $7,494 | $7,993-6.2% | $15,914-52.9% | $6,940+8.0% |