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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 | $21,643 | $63,140-65.7% | $304,612-92.9% | $116,462-81.4% |
| Participation rate | 96.9% | 70.4%+26.6pp | 81.9%+15.0pp | 74.7%+22.2pp |
| Annual return | 16.29% | 15.04%+1.2pp | 329.91%-313.6pp | 15.65%+0.6pp |
| Employer contribution / active EE | $1,561 | $2,385-34.5% | $7,476-79.1% | $3,231-51.7% |
| Participant deferral / active EE | $2,759 | $2,741+0.7% | $5,388-48.8% | $3,836-28.1% |
| Admin fee / account holder | $2,056 | $7,583-72.9% | $12,962-84.1% | $12,754-83.9% |