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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 | $33,218 | $81,504-59.2% | $102,437-67.6% | $80,959-59.0% |
| Participation rate | 76.7% | 66.9%+9.8pp | 74.5%+2.2pp | 67.7%+9.0pp |
| Annual return | 12.28% | 25.60%-13.3pp | 24.95%-12.7pp | 35.67%-23.4pp |
| Employer contribution / active EE | $1,707 | $3,104-45.0% | $3,871-55.9% | $2,757-38.1% |
| Participant deferral / active EE | $3,030 | $3,871-21.7% | $5,060-40.1% | $4,300-29.6% |
| Admin fee / account holder | $2,621 | $6,719-61.0% | $8,388-68.7% | $6,925-62.1% |