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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 | $29,903 | $64,920-53.9% | $103,693-71.2% | $86,983-65.6% |
| Participation rate | 80.2% | 63.6%+16.7pp | 72.6%+7.6pp | 69.5%+10.7pp |
| Annual return | 11.94% | 30.29%-18.4pp | 47.61%-35.7pp | 25.83%-13.9pp |
| Employer contribution / active EE | $598 | $2,141-72.1% | $2,920-79.5% | $2,584-76.9% |
| Participant deferral / active EE | $3,557 | $3,241+9.7% | $4,579-22.3% | $4,194-15.2% |
| Admin fee / account holder | $6,541 | $6,191+5.6% | $7,858-16.8% | $7,856-16.7% |