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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 | $26,568 | $81,504-67.4% | $102,437-74.1% | $80,959-67.2% |
| Participation rate | 72.7% | 66.9%+5.9pp | 74.5%-1.8pp | 67.7%+5.1pp |
| Annual return | 13.31% | 25.60%-12.3pp | 24.95%-11.6pp | 35.67%-22.4pp |
| Employer contribution / active EE | $2,242 | $3,104-27.7% | $3,871-42.1% | $2,757-18.7% |
| Participant deferral / active EE | $4,045 | $3,871+4.5% | $5,060-20.1% | $4,300-5.9% |
| Admin fee / account holder | $754 | $6,719-88.8% | $8,388-91.0% | $6,925-89.1% |