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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 | $42,110 | $54,757-23.1% | $90,304-53.4% | $72,975-42.3% |
| Participation rate | 71.2% | 65.2%+6.0pp | 73.3%-2.1pp | 69.5%+1.7pp |
| Annual return | 22.57% | 30.63%-8.1pp | 78.13%-55.6pp | 81.01%-58.4pp |
| Employer contribution / active EE | $776 | $2,093-62.9% | $2,855-72.8% | $2,440-68.2% |
| Participant deferral / active EE | $2,876 | $2,887-0.4% | $3,885-26.0% | $3,608-20.3% |
| Admin fee / account holder | $4,617 | $3,973+16.2% | $5,354-13.8% | $5,124-9.9% |