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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 | $41,911 | $45,050-7.0% | $63,018-33.5% | $70,126-40.2% |
| Participation rate | 80.4% | 69.5%+10.8pp | 74.8%+5.6pp | 69.5%+10.8pp |
| Annual return | 14.70% | 18.76%-4.1pp | 87.62%-72.9pp | 73.15%-58.5pp |
| Employer contribution / active EE | $976 | $2,052-52.4% | $2,761-64.6% | $2,343-58.3% |
| Participant deferral / active EE | $2,445 | $2,466-0.8% | $3,330-26.6% | $3,332-26.6% |
| Admin fee / account holder | $2,843 | $2,834+0.3% | $3,601-21.0% | $4,645-38.8% |