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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 | $54,817 | $58,057-5.6% | $97,032-43.5% | $86,983-37.0% |
| Participation rate | 81.3% | 60.4%+20.9pp | 71.6%+9.7pp | 69.5%+11.7pp |
| Annual return | 13.87% | 22.26%-8.4pp | 35.38%-21.5pp | 25.83%-12.0pp |
| Employer contribution / active EE | $3,462 | $1,663+108.1% | $2,629+31.7% | $2,584+33.9% |
| Participant deferral / active EE | $908 | $3,244-72.0% | $4,672-80.6% | $4,194-78.3% |
| Admin fee / account holder | $1,944 | $4,839-59.8% | $9,418-79.4% | $7,856-75.3% |