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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 | $24,833 | $139,948-82.3% | $121,663-79.6% | $154,746-84.0% |
| Participation rate | 87.5% | 78.0%+9.5pp | 74.5%+13.0pp | 80.7%+6.8pp |
| Annual return | 16.65% | 230.52%-213.9pp | 147.54%-130.9pp | 172.34%-155.7pp |
| Employer contribution / active EE | $2,017 | $3,521-42.7% | $3,020-33.2% | $4,379-53.9% |
| Participant deferral / active EE | $2,430 | $5,629-56.8% | $4,887-50.3% | $6,730-63.9% |
| Admin fee / account holder | $334 | $17,321-98.1% | $14,289-97.7% | $14,365-97.7% |