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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 | $55,511 | $101,795-45.5% | $165,100-66.4% | $80,959-31.4% |
| Participation rate | 70.6% | 71.8%-1.2pp | 78.6%-8.0pp | 67.7%+2.9pp |
| Annual return | 11.84% | 16.73%-4.9pp | 70.21%-58.4pp | 35.67%-23.8pp |
| Employer contribution / active EE | $1,612 | $2,954-45.4% | $4,348-62.9% | $2,757-41.5% |
| Participant deferral / active EE | $3,260 | $4,476-27.2% | $6,035-46.0% | $4,300-24.2% |
| Admin fee / account holder | $4,629 | $8,221-43.7% | $12,696-63.5% | $6,925-33.2% |