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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 | $54,022 | $76,371-29.3% | $93,621-42.3% | $72,976-26.0% |
| Participation rate | 72.5% | 71.8%+0.8pp | 75.8%-3.3pp | 69.5%+3.1pp |
| Annual return | 21.11% | 25.82%-4.7pp | 32.76%-11.7pp | 81.02%-59.9pp |
| Employer contribution / active EE | $1,253 | $2,276-45.0% | $2,719-53.9% | $2,440-48.7% |
| Participant deferral / active EE | $1,863 | $3,538-47.4% | $4,070-54.2% | $3,608-48.4% |
| Admin fee / account holder | $1,102 | $6,839-83.9% | $7,890-86.0% | $5,124-78.5% |