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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 | $33,072 | $81,331-59.3% | $155,534-78.7% | $80,935-59.1% |
| Participation rate | 86.8% | 66.3%+20.6pp | 78.2%+8.6pp | 67.7%+19.2pp |
| Annual return | 11.35% | 33.37%-22.0pp | 64.92%-53.6pp | 35.66%-24.3pp |
| Employer contribution / active EE | $1,577 | $3,105-49.2% | $4,675-66.3% | $2,757-42.8% |
| Participant deferral / active EE | $2,488 | $3,454-28.0% | $5,630-55.8% | $4,299-42.1% |
| Admin fee / account holder | $429 | $7,999-94.6% | $15,900-97.3% | $6,924-93.8% |