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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 | $41,497 | $40,264+3.1% | $57,349-27.6% | $59,633-30.4% |
| Participation rate | 70.0% | 69.2%+0.8pp | 75.1%-5.1pp | 68.7%+1.3pp |
| Annual return | 3.20% | 27.51%-24.3pp | 24.40%-21.2pp | 2041.40%-2038.2pp |
| Employer contribution / active EE | $2,793 | $1,922+45.3% | $2,689+3.9% | $2,203+26.8% |
| Participant deferral / active EE | $4,057 | $2,400+69.1% | $3,162+28.3% | $3,192+27.1% |
| Admin fee / account holder | $819 | $2,819-70.9% | $3,356-75.6% | $4,297-80.9% |