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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 | $28,758 | $75,541-61.9% | $152,093-81.1% | $82,637-65.2% |
| Participation rate | 73.7% | 66.5%+7.1pp | 77.8%-4.1pp | 68.1%+5.6pp |
| Annual return | 14.70% | 32.56%-17.9pp | 66.36%-51.7pp | 53.51%-38.8pp |
| Employer contribution / active EE | $1,579 | $2,622-39.8% | $4,175-62.2% | $2,552-38.1% |
| Participant deferral / active EE | $3,355 | $3,206+4.6% | $5,451-38.5% | $4,126-18.7% |
| Admin fee / account holder | $5,019 | $6,405-21.6% | $14,497-65.4% | $7,339-31.6% |