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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 | $35,771 | $75,541-52.6% | $152,093-76.5% | $82,637-56.7% |
| Participation rate | 95.3% | 66.5%+28.8pp | 77.8%+17.6pp | 68.1%+27.3pp |
| Annual return | 13.76% | 32.56%-18.8pp | 66.36%-52.6pp | 53.51%-39.7pp |
| Employer contribution / active EE | $1,582 | $2,622-39.7% | $4,175-62.1% | $2,552-38.0% |
| Participant deferral / active EE | $3,135 | $3,206-2.2% | $5,451-42.5% | $4,126-24.0% |
| Admin fee / account holder | $491 | $6,405-92.3% | $14,497-96.6% | $7,339-93.3% |