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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 | $33,151 | $46,599-28.9% | $64,101-48.3% | $75,173-55.9% |
| Participation rate | 97.4% | 65.9%+31.4pp | 72.3%+25.1pp | 67.2%+30.2pp |
| Annual return | 15.66% | 26.06%-10.4pp | 33.72%-18.1pp | 160.72%-145.1pp |
| Employer contribution / active EE | $1,274 | $1,975-35.5% | $2,749-53.6% | $2,671-52.3% |
| Participant deferral / active EE | $4,113 | $2,837+45.0% | $3,881+6.0% | $4,126-0.3% |
| Admin fee / account holder | $1,225 | $2,956-58.6% | $3,070-60.1% | $5,651-78.3% |