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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 | $46,960 | $86,949-46.0% | $102,460-54.2% | $80,959-42.0% |
| Participation rate | 95.7% | 72.4%+23.3pp | 76.5%+19.2pp | 67.7%+28.0pp |
| Annual return | 17.57% | 18.89%-1.3pp | 29.47%-11.9pp | 35.67%-18.1pp |
| Employer contribution / active EE | $1,829 | $2,370-22.8% | $3,025-39.5% | $2,757-33.6% |
| Participant deferral / active EE | $3,379 | $4,121-18.0% | $5,056-33.2% | $4,300-21.4% |
| Admin fee / account holder | $3,902 | $8,048-51.5% | $9,460-58.8% | $6,925-43.7% |