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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 | $27,969 | $72,492-61.4% | $87,104-67.9% | $72,975-61.7% |
| Participation rate | 82.1% | 72.8%+9.2pp | 76.9%+5.2pp | 69.5%+12.6pp |
| Annual return | 21.61% | 24.46%-2.8pp | 28.19%-6.6pp | 81.01%-59.4pp |
| Employer contribution / active EE | $1,318 | $1,894-30.4% | $2,521-47.7% | $2,440-46.0% |
| Participant deferral / active EE | $3,287 | $3,270+0.5% | $4,048-18.8% | $3,608-8.9% |
| Admin fee / account holder | $4,577 | $5,055-9.5% | $7,491-38.9% | $5,124-10.7% |