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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 | $64,218 | $86,940-26.1% | $102,434-37.3% | $80,935-20.7% |
| Participation rate | 87.0% | 72.4%+14.6pp | 76.5%+10.4pp | 67.7%+19.3pp |
| Annual return | 15.03% | 18.89%-3.9pp | 29.46%-14.4pp | 35.66%-20.6pp |
| Employer contribution / active EE | $2,019 | $2,370-14.8% | $3,023-33.2% | $2,757-26.7% |
| Participant deferral / active EE | $3,960 | $4,121-3.9% | $5,055-21.7% | $4,299-7.9% |
| Admin fee / account holder | $4,855 | $8,047-39.7% | $9,462-48.7% | $6,924-29.9% |