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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 | $26,663 | $63,365-57.9% | $91,994-71.0% | $72,975-63.5% |
| Participation rate | 87.5% | 72.5%+15.0pp | 78.6%+8.9pp | 69.5%+18.0pp |
| Annual return | 23.76% | 35.35%-11.6pp | 69.04%-45.3pp | 81.01%-57.3pp |
| Employer contribution / active EE | $2,220 | $2,116+5.0% | $3,453-35.7% | $2,440-9.0% |
| Participant deferral / active EE | $3,991 | $4,883-18.3% | $5,924-32.6% | $3,608+10.6% |
| Admin fee / account holder | $867 | $4,670-81.4% | $7,744-88.8% | $5,124-83.1% |