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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 | $44,815 | $81,358-44.9% | $155,556-71.2% | $80,959-44.6% |
| Participation rate | 81.1% | 66.3%+14.8pp | 78.2%+2.9pp | 67.7%+13.4pp |
| Annual return | 19.84% | 33.39%-13.5pp | 64.84%-45.0pp | 35.67%-15.8pp |
| Employer contribution / active EE | $1,298 | $3,106-58.2% | $4,675-72.2% | $2,757-52.9% |
| Participant deferral / active EE | $3,130 | $3,455-9.4% | $5,631-44.4% | $4,300-27.2% |
| Admin fee / account holder | $1,049 | $7,994-86.9% | $15,885-93.4% | $6,925-84.9% |