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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 | $69,294 | $86,949-20.3% | $102,460-32.4% | $80,959-14.4% |
| Participation rate | 95.6% | 72.4%+23.2pp | 76.5%+19.0pp | 67.7%+27.9pp |
| Annual return | 10.82% | 18.89%-8.1pp | 29.47%-18.6pp | 35.67%-24.8pp |
| Employer contribution / active EE | $1,747 | $2,370-26.3% | $3,025-42.2% | $2,757-36.6% |
| Participant deferral / active EE | $2,767 | $4,121-32.9% | $5,056-45.3% | $4,300-35.7% |
| Admin fee / account holder | $1,525 | $8,048-81.1% | $9,460-83.9% | $6,925-78.0% |