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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 | $10,355 | $76,407-86.4% | $150,298-93.1% | $82,448-87.4% |
| Participation rate | 86.8% | 66.4%+20.4pp | 77.8%+9.1pp | 68.1%+18.8pp |
| Annual return | 23.05% | 39.99%-16.9pp | 62.79%-39.7pp | 41.64%-18.6pp |
| Employer contribution / active EE | $1,167 | $2,614-55.4% | $4,154-71.9% | $2,551-54.3% |
| Participant deferral / active EE | $3,450 | $3,214+7.3% | $5,453-36.7% | $4,139-16.7% |
| Admin fee / account holder | $1,037 | $6,352-83.7% | $14,116-92.7% | $7,234-85.7% |