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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 | $43,259 | $69,273-37.6% | $90,796-52.4% | $82,637-47.7% |
| Participation rate | 86.9% | 64.0%+22.9pp | 69.5%+17.4pp | 68.1%+18.9pp |
| Annual return | 16.27% | 18.37%-2.1pp | 19.29%-3.0pp | 53.51%-37.2pp |
| Employer contribution / active EE | $2,329 | $1,865+24.9% | $2,294+1.6% | $2,552-8.7% |
| Participant deferral / active EE | $4,745 | $3,047+55.7% | $3,822+24.2% | $4,126+15.0% |
| Admin fee / account holder | $3,245 | $5,511-41.1% | $7,024-53.8% | $7,339-55.8% |