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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 | $63,522 | $77,896-18.5% | $134,172-52.7% | $82,448-23.0% |
| Participation rate | 96.8% | 62.8%+34.0pp | 72.5%+24.3pp | 68.1%+28.7pp |
| Annual return | 16.63% | 18.21%-1.6pp | 25.30%-8.7pp | 41.64%-25.0pp |
| Employer contribution / active EE | $1,582 | $2,159-26.7% | $3,420-53.7% | $2,551-38.0% |
| Participant deferral / active EE | $5,167 | $3,162+63.4% | $4,690+10.2% | $4,139+24.8% |
| Admin fee / account holder | $744 | $6,336-88.3% | $12,016-93.8% | $7,234-89.7% |