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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 | $74,072 | $58,493+26.6% | $84,023-11.8% | $72,976+1.5% |
| Participation rate | 75.9% | 61.2%+14.6pp | 69.0%+6.8pp | 69.5%+6.4pp |
| Annual return | 23.19% | 28.93%-5.7pp | 71.32%-48.1pp | 81.02%-57.8pp |
| Employer contribution / active EE | $729 | $1,163-37.3% | $1,984-63.2% | $2,440-70.1% |
| Participant deferral / active EE | $3,962 | $2,394+65.5% | $3,239+22.3% | $3,608+9.8% |
| Admin fee / account holder | $2,884 | $4,569-36.9% | $6,102-52.7% | $5,124-43.7% |