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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 | $35,389 | $65,685-46.1% | $57,181-38.1% | $273,968-87.1% |
| Participation rate | 88.2% | 78.3%+9.9pp | 75.3%+12.9pp | 83.0%+5.2pp |
| Annual return | 1.14% | 21.99%-20.9pp | 14.59%-13.5pp | 41.45%-40.3pp |
| Employer contribution / active EE | $2,153 | $3,279-34.3% | $2,682-19.8% | $4,869-55.8% |
| Participant deferral / active EE | $4,564 | $3,781+20.7% | $3,096+47.4% | $5,287-13.7% |
| Admin fee / account holder | $539 | $4,835-88.9% | $3,139-82.8% | $10,132-94.7% |