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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 | $49,594 | $72,273-31.4% | $101,275-51.0% | $79,856-37.9% |
| Participation rate | 81.1% | 68.5%+12.6pp | 75.8%+5.3pp | 69.6%+11.4pp |
| Annual return | 18.75% | 22.30%-3.5pp | 46.48%-27.7pp | 31.71%-13.0pp |
| Employer contribution / active EE | $2,197 | $2,691-18.4% | $3,660-40.0% | $2,471-11.1% |
| Participant deferral / active EE | $3,446 | $3,282+5.0% | $4,371-21.2% | $3,741-7.9% |
| Admin fee / account holder | $676 | $4,401-84.6% | $5,948-88.6% | $5,306-87.3% |