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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 | $64,894 | $75,541-14.1% | $152,093-57.3% | $82,637-21.5% |
| Participation rate | 83.3% | 66.5%+16.8pp | 77.8%+5.6pp | 68.1%+15.3pp |
| Annual return | 15.01% | 32.56%-17.5pp | 66.36%-51.3pp | 53.51%-38.5pp |
| Employer contribution / active EE | $1,290 | $2,622-50.8% | $4,175-69.1% | $2,552-49.4% |
| Participant deferral / active EE | $4,300 | $3,206+34.1% | $5,451-21.1% | $4,126+4.2% |
| Admin fee / account holder | $1,331 | $6,405-79.2% | $14,497-90.8% | $7,339-81.9% |