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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 | $32,506 | $45,082-27.9% | $69,464-53.2% | $72,975-55.5% |
| Participation rate | 79.8% | 68.5%+11.3pp | 74.6%+5.2pp | 69.5%+10.3pp |
| Annual return | 20.14% | 22.66%-2.5pp | 28.98%-8.8pp | 81.01%-60.9pp |
| Employer contribution / active EE | $742 | $2,055-63.9% | $2,779-73.3% | $2,440-69.6% |
| Participant deferral / active EE | $1,725 | $2,604-33.7% | $3,536-51.2% | $3,608-52.2% |
| Admin fee / account holder | $1,916 | $3,057-37.3% | $3,840-50.1% | $5,124-62.6% |