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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 | $28,974 | $81,504-64.5% | $102,437-71.7% | $80,959-64.2% |
| Participation rate | 97.6% | 66.9%+30.7pp | 74.5%+23.1pp | 67.7%+29.9pp |
| Annual return | 14.31% | 25.60%-11.3pp | 24.95%-10.6pp | 35.67%-21.4pp |
| Employer contribution / active EE | $2,438 | $3,104-21.4% | $3,871-37.0% | $2,757-11.6% |
| Participant deferral / active EE | $5,145 | $3,871+32.9% | $5,060+1.7% | $4,300+19.6% |
| Admin fee / account holder | $1,501 | $6,719-77.7% | $8,388-82.1% | $6,925-78.3% |