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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 | $55,507 | $77,574-28.4% | $108,753-49.0% | $86,983-36.2% |
| Participation rate | 80.7% | 62.3%+18.4pp | 71.1%+9.6pp | 69.5%+11.2pp |
| Annual return | 13.87% | 18.42%-4.6pp | 37.47%-23.6pp | 25.83%-12.0pp |
| Employer contribution / active EE | $1,599 | $1,611-0.7% | $2,427-34.1% | $2,584-38.1% |
| Participant deferral / active EE | $3,460 | $3,128+10.6% | $4,115-15.9% | $4,194-17.5% |
| Admin fee / account holder | $5,308 | $6,529-18.7% | $10,320-48.6% | $7,856-32.4% |