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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 | $60,870 | $46,877+29.9% | $122,354-50.3% | $70,126-13.2% |
| Participation rate | 93.8% | 58.2%+35.6pp | 71.6%+22.2pp | 69.5%+24.3pp |
| Annual return | 14.72% | 24.22%-9.5pp | 30.28%-15.6pp | 73.15%-58.4pp |
| Employer contribution / active EE | $1,242 | $1,288-3.6% | $4,051-69.3% | $2,343-47.0% |
| Participant deferral / active EE | $1,193 | $2,167-45.0% | $3,287-63.7% | $3,332-64.2% |
| Admin fee / account holder | $3,926 | $3,324+18.1% | $5,479-28.3% | $4,645-15.5% |