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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 | $39,528 | $54,763-27.8% | $90,324-56.2% | $72,976-45.8% |
| Participation rate | 72.1% | 65.2%+6.9pp | 73.3%-1.2pp | 69.5%+2.6pp |
| Annual return | 23.76% | 30.63%-6.9pp | 78.15%-54.4pp | 81.02%-57.3pp |
| Employer contribution / active EE | $1,512 | $2,093-27.8% | $2,856-47.1% | $2,440-38.0% |
| Participant deferral / active EE | $2,565 | $2,887-11.2% | $3,885-34.0% | $3,608-28.9% |
| Admin fee / account holder | $2,739 | $3,973-31.1% | $5,356-48.9% | $5,124-46.5% |