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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 | $57,590-4.8% | $86,233-36.4% | $82,448-33.5% |
| Participation rate | 81.3% | 57.9%+23.4pp | 69.0%+12.2pp | 68.1%+13.2pp |
| Annual return | 13.87% | 22.41%-8.5pp | 61.39%-47.5pp | 41.64%-27.8pp |
| Employer contribution / active EE | $3,462 | $1,655+109.1% | $2,504+38.2% | $2,551+35.7% |
| Participant deferral / active EE | $908 | $3,080-70.5% | $4,559-80.1% | $4,139-78.1% |
| Admin fee / account holder | $1,944 | $4,730-58.9% | $8,342-76.7% | $7,234-73.1% |