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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 | $20,951 | $46,534-55.0% | $64,097-67.3% | $75,177-72.1% |
| Participation rate | 90.3% | 65.9%+24.4pp | 72.3%+18.0pp | 67.2%+23.1pp |
| Annual return | 18.02% | 26.07%-8.0pp | 33.75%-15.7pp | 160.75%-142.7pp |
| Employer contribution / active EE | $1,920 | $1,976-2.8% | $2,750-30.2% | $2,671-28.1% |
| Participant deferral / active EE | $4,047 | $2,835+42.8% | $3,881+4.3% | $4,126-1.9% |
| Admin fee / account holder | $1,531 | $2,957-48.2% | $3,070-50.1% | $5,651-72.9% |