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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 | $58,062 | $58,523-0.8% | $99,479-41.6% | $72,976-20.4% |
| Participation rate | 90.9% | 64.6%+26.3pp | 73.8%+17.1pp | 69.5%+21.4pp |
| Annual return | 26.86% | 28.51%-1.6pp | 30.72%-3.9pp | 81.02%-54.2pp |
| Employer contribution / active EE | $689 | $1,512-54.4% | $2,540-72.9% | $2,440-71.8% |
| Participant deferral / active EE | $3,751 | $2,606+43.9% | $3,619+3.7% | $3,608+4.0% |
| Admin fee / account holder | $1,529 | $4,102-62.7% | $6,253-75.5% | $5,124-70.2% |