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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 | $59,440-61.8% | $78,004-70.9% | $82,637-72.5% |
| Participation rate | 85.2% | 62.8%+22.4pp | 69.4%+15.7pp | 68.1%+17.1pp |
| Annual return | 22.65% | 40.24%-17.6pp | 31.07%-8.4pp | 53.51%-30.9pp |
| Employer contribution / active EE | $1,545 | $1,750-11.8% | $2,469-37.4% | $2,552-39.5% |
| Participant deferral / active EE | $3,618 | $3,138+15.3% | $4,092-11.6% | $4,126-12.3% |
| Admin fee / account holder | $588 | $5,504-89.3% | $7,578-92.2% | $7,339-92.0% |