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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 | $29,327 | $84,236-65.2% | $170,435-82.8% | $70,126-58.2% |
| Participation rate | 97.9% | 70.8%+27.1pp | 83.6%+14.3pp | 69.5%+28.4pp |
| Annual return | 12.52% | 23.06%-10.5pp | 205.94%-193.4pp | 73.15%-60.6pp |
| Employer contribution / active EE | $4,314 | $3,387+27.4% | $5,432-20.6% | $2,343+84.2% |
| Participant deferral / active EE | $1,404 | $3,086-54.5% | $4,939-71.6% | $3,332-57.9% |
| Admin fee / account holder | $2,030 | $5,698-64.4% | $13,881-85.4% | $4,645-56.3% |