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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 | $22,693 | $72,471-68.7% | $94,215-75.9% | $86,983-73.9% |
| Participation rate | 85.2% | 63.9%+21.3pp | 70.0%+15.2pp | 69.5%+15.6pp |
| Annual return | 22.65% | 26.44%-3.8pp | 28.22%-5.6pp | 25.83%-3.2pp |
| Employer contribution / active EE | $1,545 | $1,936-20.2% | $2,675-42.3% | $2,584-40.2% |
| Participant deferral / active EE | $3,618 | $3,397+6.5% | $4,276-15.4% | $4,194-13.7% |
| Admin fee / account holder | $588 | $6,468-90.9% | $10,216-94.2% | $7,856-92.5% |