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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 | $56,972 | $54,541+4.5% | $78,778-27.7% | $70,126-18.8% |
| Participation rate | 98.2% | 60.8%+37.4pp | 69.2%+29.1pp | 69.5%+28.7pp |
| Annual return | 16.67% | 21.07%-4.4pp | 35.62%-19.0pp | 73.15%-56.5pp |
| Employer contribution / active EE | $496 | $1,089-54.4% | $1,986-75.0% | $2,343-78.8% |
| Participant deferral / active EE | $3,571 | $2,210+61.6% | $2,958+20.7% | $3,332+7.2% |
| Admin fee / account holder | $2,187 | $3,709-41.0% | $5,134-57.4% | $4,645-52.9% |