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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 | $45,829 | $73,988-38.1% | $96,538-52.5% | $75,177-39.0% |
| Participation rate | 76.8% | 66.4%+10.4pp | 74.3%+2.4pp | 67.2%+9.6pp |
| Annual return | 20.63% | 26.73%-6.1pp | 35.74%-15.1pp | 160.75%-140.1pp |
| Employer contribution / active EE | $1,739 | $2,930-40.6% | $3,740-53.5% | $2,671-34.9% |
| Participant deferral / active EE | $2,881 | $3,660-21.3% | $4,880-41.0% | $4,126-30.2% |
| Admin fee / account holder | $2,122 | $5,220-59.3% | $6,737-68.5% | $5,651-62.5% |