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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 | $79,700 | $95,453-16.5% | $112,040-28.9% | $82,448-3.3% |
| Participation rate | 88.6% | 72.8%+15.8pp | 76.5%+12.1pp | 68.1%+20.5pp |
| Annual return | 19.27% | 23.92%-4.6pp | 24.52%-5.2pp | 41.64%-22.4pp |
| Employer contribution / active EE | $1,801 | $2,318-22.3% | $2,954-39.0% | $2,551-29.4% |
| Participant deferral / active EE | $3,951 | $4,224-6.5% | $5,098-22.5% | $4,139-4.5% |
| Admin fee / account holder | $381 | $9,013-95.8% | $12,098-96.9% | $7,234-94.7% |