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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 | $54,596 | $46,599+17.2% | $64,101-14.8% | $75,173-27.4% |
| Participation rate | 71.9% | 65.9%+5.9pp | 72.3%-0.4pp | 67.2%+4.7pp |
| Annual return | 11.68% | 26.06%-14.4pp | 33.72%-22.0pp | 160.72%-149.0pp |
| Employer contribution / active EE | $945 | $1,975-52.1% | $2,749-65.6% | $2,671-64.6% |
| Participant deferral / active EE | $3,111 | $2,837+9.7% | $3,881-19.8% | $4,126-24.6% |
| Admin fee / account holder | $450 | $2,956-84.8% | $3,070-85.3% | $5,651-92.0% |