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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 | $41,927 | $72,492-42.2% | $87,102-51.9% | $72,983-42.6% |
| Participation rate | 86.2% | 72.8%+13.3pp | 76.9%+9.3pp | 69.5%+16.7pp |
| Annual return | 22.17% | 24.46%-2.3pp | 28.19%-6.0pp | 81.01%-58.8pp |
| Employer contribution / active EE | $1,392 | $1,894-26.5% | $2,521-44.8% | $2,440-43.0% |
| Participant deferral / active EE | $1,473 | $3,270-55.0% | $4,048-63.6% | $3,608-59.2% |
| Admin fee / account holder | $5,954 | $5,055+17.8% | $7,491-20.5% | $5,124+16.2% |