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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 | $35,220 | $75,541-53.4% | $152,093-76.8% | $82,637-57.4% |
| Participation rate | 95.2% | 66.5%+28.6pp | 77.8%+17.4pp | 68.1%+27.1pp |
| Annual return | 16.02% | 32.56%-16.5pp | 66.36%-50.3pp | 53.51%-37.5pp |
| Employer contribution / active EE | $2,184 | $2,622-16.7% | $4,175-47.7% | $2,552-14.4% |
| Participant deferral / active EE | $3,636 | $3,206+13.4% | $5,451-33.3% | $4,126-11.9% |
| Admin fee / account holder | $1,165 | $6,405-81.8% | $14,497-92.0% | $7,339-84.1% |