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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 | $49,056 | $86,940-43.6% | $102,434-52.1% | $80,935-39.4% |
| Participation rate | 98.8% | 72.4%+26.4pp | 76.5%+22.2pp | 67.7%+31.1pp |
| Annual return | 14.86% | 18.89%-4.0pp | 29.46%-14.6pp | 35.66%-20.8pp |
| Employer contribution / active EE | $984 | $2,370-58.5% | $3,023-67.5% | $2,757-64.3% |
| Participant deferral / active EE | $4,453 | $4,121+8.0% | $5,055-11.9% | $4,299+3.6% |
| Admin fee / account holder | $2,076 | $8,047-74.2% | $9,462-78.1% | $6,924-70.0% |