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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 | $33,298 | $106,864-68.8% | $147,318-77.4% | $82,637-59.7% |
| Participation rate | 92.1% | 75.5%+16.6pp | 82.1%+10.0pp | 68.1%+24.1pp |
| Annual return | 20.98% | 27.49%-6.5pp | 70.43%-49.5pp | 53.51%-32.5pp |
| Employer contribution / active EE | $3,138 | $3,417-8.2% | $4,593-31.7% | $2,552+23.0% |
| Participant deferral / active EE | $8,923 | $6,496+37.4% | $7,906+12.9% | $4,126+116.3% |
| Admin fee / account holder | $1,377 | $8,415-83.6% | $13,708-90.0% | $7,339-81.2% |