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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 | $35,223 | $75,541-53.4% | $152,093-76.8% | $82,637-57.4% |
| Participation rate | 96.1% | 66.5%+29.5pp | 77.8%+18.3pp | 68.1%+28.0pp |
| Annual return | 15.20% | 32.56%-17.4pp | 66.36%-51.2pp | 53.51%-38.3pp |
| Employer contribution / active EE | $1,832 | $2,622-30.1% | $4,175-56.1% | $2,552-28.2% |
| Participant deferral / active EE | $3,667 | $3,206+14.4% | $5,451-32.7% | $4,126-11.1% |
| Admin fee / account holder | $5,428 | $6,405-15.3% | $14,497-62.6% | $7,339-26.0% |