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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 | $26,110 | $46,599-44.0% | $64,101-59.3% | $75,173-65.3% |
| Participation rate | 83.9% | 65.9%+18.0pp | 72.3%+11.6pp | 67.2%+16.7pp |
| Annual return | 13.94% | 26.06%-12.1pp | 33.72%-19.8pp | 160.72%-146.8pp |
| Employer contribution / active EE | $1,545 | $1,975-21.8% | $2,749-43.8% | $2,671-42.2% |
| Participant deferral / active EE | $2,780 | $2,837-2.0% | $3,881-28.4% | $4,126-32.6% |
| Admin fee / account holder | $550 | $2,956-81.4% | $3,070-82.1% | $5,651-90.3% |