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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 | $59,462 | $54,541+9.0% | $78,778-24.5% | $70,126-15.2% |
| Participation rate | 81.0% | 60.8%+20.2pp | 69.2%+11.8pp | 69.5%+11.4pp |
| Annual return | 19.36% | 21.07%-1.7pp | 35.62%-16.3pp | 73.15%-53.8pp |
| Employer contribution / active EE | $826 | $1,089-24.1% | $1,986-58.4% | $2,343-64.7% |
| Participant deferral / active EE | $3,941 | $2,210+78.3% | $2,958+33.2% | $3,332+18.3% |
| Admin fee / account holder | $2,926 | $3,709-21.1% | $5,134-43.0% | $4,645-37.0% |