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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 | $37,628 | $40,275-6.6% | $57,356-34.4% | $59,633-36.9% |
| Participation rate | 73.9% | 69.1%+4.8pp | 75.1%-1.2pp | 68.7%+5.2pp |
| Annual return | 1.33% | 27.52%-26.2pp | 24.41%-23.1pp | 2041.45%-2040.1pp |
| Employer contribution / active EE | $933 | $1,921-51.4% | $2,689-65.3% | $2,203-57.6% |
| Participant deferral / active EE | $2,096 | $2,400-12.6% | $3,162-33.7% | $3,192-34.3% |
| Admin fee / account holder | $1,859 | $2,820-34.1% | $3,357-44.6% | $4,297-56.7% |