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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 | $71,420 | $73,787-3.2% | $98,716-27.7% | $82,448-13.4% |
| Participation rate | 79.4% | 61.4%+18.0pp | 69.3%+10.1pp | 68.1%+11.3pp |
| Annual return | 15.73% | 18.57%-2.8pp | 31.81%-16.1pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,398 | $1,511-7.5% | $2,279-38.6% | $2,551-45.2% |
| Participant deferral / active EE | $3,603 | $3,081+16.9% | $4,048-11.0% | $4,139-13.0% |
| Admin fee / account holder | $1,402 | $6,500-78.4% | $8,703-83.9% | $7,234-80.6% |