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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 | $39,799 | $81,358-51.1% | $155,556-74.4% | $80,959-50.8% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 19.60% | 33.39%-13.8pp | 64.84%-45.2pp | 35.67%-16.1pp |
| Employer contribution / active EE | $2,183 | $3,106-29.7% | $4,675-53.3% | $2,757-20.8% |
| Participant deferral / active EE | $5,378 | $3,455+55.6% | $5,631-4.5% | $4,300+25.1% |
| Admin fee / account holder | $1,671 | $7,994-79.1% | $15,885-89.5% | $6,925-75.9% |