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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 | $71,699 | $97,648-26.6% | $121,663-41.1% | $87,485-18.0% |
| Participation rate | 77.4% | 70.5%+6.9pp | 74.5%+2.9pp | 68.9%+8.5pp |
| Annual return | 15.84% | 18.03%-2.2pp | 147.54%-131.7pp | 26.06%-10.2pp |
| Employer contribution / active EE | $754 | $2,300-67.2% | $3,020-75.0% | $2,596-70.9% |
| Participant deferral / active EE | $2,741 | $3,923-30.1% | $4,887-43.9% | $4,274-35.9% |
| Admin fee / account holder | $3,360 | $11,100-69.7% | $14,289-76.5% | $7,775-56.8% |