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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 | $20,523 | $76,407-73.1% | $150,298-86.3% | $82,448-75.1% |
| Participation rate | 93.1% | 66.4%+26.7pp | 77.8%+15.3pp | 68.1%+25.0pp |
| Annual return | 18.90% | 39.99%-21.1pp | 62.79%-43.9pp | 41.64%-22.7pp |
| Employer contribution / active EE | $1,795 | $2,614-31.3% | $4,154-56.8% | $2,551-29.6% |
| Participant deferral / active EE | $2,727 | $3,214-15.2% | $5,453-50.0% | $4,139-34.1% |
| Admin fee / account holder | $2,764 | $6,352-56.5% | $14,116-80.4% | $7,234-61.8% |