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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 | $70,981 | $45,082+57.4% | $69,464+2.2% | $72,975-2.7% |
| Participation rate | 93.8% | 68.5%+25.3pp | 74.6%+19.1pp | 69.5%+24.3pp |
| Annual return | 12.62% | 22.66%-10.0pp | 28.98%-16.4pp | 81.01%-68.4pp |
| Employer contribution / active EE | $1,789 | $2,055-12.9% | $2,779-35.6% | $2,440-26.7% |
| Participant deferral / active EE | $2,226 | $2,604-14.5% | $3,536-37.1% | $3,608-38.3% |
| Admin fee / account holder | $9,020 | $3,057+195.1% | $3,840+134.9% | $5,124+76.0% |