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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 | $74,535-4.2% | $100,712-29.1% | $82,637-13.6% |
| Participation rate | 79.4% | 61.2%+18.2pp | 69.3%+10.1pp | 68.1%+11.4pp |
| Annual return | 15.73% | 18.92%-3.2pp | 33.27%-17.5pp | 53.51%-37.8pp |
| Employer contribution / active EE | $1,398 | $1,503-7.0% | $2,313-39.5% | $2,552-45.2% |
| Participant deferral / active EE | $3,603 | $3,074+17.2% | $4,085-11.8% | $4,126-12.7% |
| Admin fee / account holder | $1,402 | $6,576-78.7% | $9,256-84.9% | $7,339-80.9% |