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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 | $66,625 | $124,980-46.7% | $108,359-38.5% | $154,746-56.9% |
| Participation rate | 85.7% | 75.2%+10.5pp | 70.1%+15.6pp | 80.7%+5.0pp |
| Annual return | 12.20% | 45.00%-32.8pp | 36.89%-24.7pp | 172.34%-160.1pp |
| Employer contribution / active EE | $1,686 | $2,851-40.8% | $2,399-29.7% | $4,379-61.5% |
| Participant deferral / active EE | $1,769 | $4,743-62.7% | $4,137-57.2% | $6,730-73.7% |
| Admin fee / account holder | $887 | $11,502-92.3% | $9,741-90.9% | $14,365-93.8% |