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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 | $34,922 | $58,512-40.3% | $84,020-58.4% | $72,983-52.2% |
| Participation rate | 97.1% | 61.2%+35.9pp | 69.0%+28.1pp | 69.5%+27.7pp |
| Annual return | 19.71% | 28.93%-9.2pp | 71.31%-51.6pp | 81.01%-61.3pp |
| Employer contribution / active EE | $1,187 | $1,163+2.1% | $1,984-40.2% | $2,440-51.4% |
| Participant deferral / active EE | $3,097 | $2,394+29.4% | $3,239-4.4% | $3,608-14.2% |
| Admin fee / account holder | $1,845 | $4,569-59.6% | $6,101-69.8% | $5,124-64.0% |