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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 | $42,914 | $87,834-51.1% | $133,975-68.0% | $62,881-31.8% |
| Participation rate | 71.9% | 83.4%-11.4pp | 87.1%-15.1pp | 69.3%+2.6pp |
| Annual return | 9.39% | 12.05%-2.7pp | 29.29%-19.9pp | 20.14%-10.8pp |
| Employer contribution / active EE | $2,329 | $3,482-33.1% | $5,211-55.3% | $2,281+2.1% |
| Participant deferral / active EE | $4,588 | $4,812-4.7% | $6,282-27.0% | $3,203+43.2% |
| Admin fee / account holder | $2,685 | $5,372-50.0% | $9,324-71.2% | $4,296-37.5% |