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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 | $49,431 | $41,377+19.5% | $109,313-54.8% | $62,881-21.4% |
| Participation rate | 80.4% | 57.5%+22.9pp | 71.3%+9.1pp | 69.3%+11.1pp |
| Annual return | 11.73% | 11.05%+0.7pp | 22.07%-10.3pp | 20.14%-8.4pp |
| Employer contribution / active EE | $922 | $1,276-27.8% | $3,892-76.3% | $2,281-59.6% |
| Participant deferral / active EE | $1,383 | $2,045-32.4% | $3,166-56.3% | $3,203-56.8% |
| Admin fee / account holder | $1,772 | $2,884-38.6% | $5,666-68.7% | $4,296-58.8% |