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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 | $26,913 | $81,358-66.9% | $155,556-82.7% | $80,959-66.8% |
| Participation rate | 78.9% | 66.3%+12.7pp | 78.2%+0.7pp | 67.7%+11.3pp |
| Annual return | 17.61% | 33.39%-15.8pp | 64.84%-47.2pp | 35.67%-18.1pp |
| Employer contribution / active EE | $989 | $3,106-68.2% | $4,675-78.9% | $2,757-64.1% |
| Participant deferral / active EE | $3,403 | $3,455-1.5% | $5,631-39.6% | $4,300-20.9% |
| Admin fee / account holder | $5,088 | $7,994-36.3% | $15,885-68.0% | $6,925-26.5% |