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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 | $27,308 | $46,599-41.4% | $64,101-57.4% | $75,173-63.7% |
| Participation rate | 93.1% | 65.9%+27.2pp | 72.3%+20.8pp | 67.2%+25.9pp |
| Annual return | 28.50% | 26.06%+2.4pp | 33.72%-5.2pp | 160.72%-132.2pp |
| Employer contribution / active EE | $2,040 | $1,975+3.3% | $2,749-25.8% | $2,671-23.6% |
| Participant deferral / active EE | $3,450 | $2,837+21.6% | $3,881-11.1% | $4,126-16.4% |
| Admin fee / account holder | $330 | $2,956-88.8% | $3,070-89.3% | $5,651-94.2% |