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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 | $19,314 | $91,167-78.8% | $178,498-89.2% | $79,858-75.8% |
| Participation rate | 91.7% | 69.2%+22.5pp | 81.9%+9.7pp | 69.6%+22.0pp |
| Annual return | 25.47% | 24.19%+1.3pp | 151.09%-125.6pp | 31.72%-6.3pp |
| Employer contribution / active EE | $1,917 | $3,255-41.1% | $5,011-61.8% | $2,471-22.4% |
| Participant deferral / active EE | $3,409 | $3,236+5.4% | $5,202-34.5% | $3,740-8.8% |
| Admin fee / account holder | $639 | $6,747-90.5% | $13,985-95.4% | $5,306-88.0% |