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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 | $58,627-61.3% | $76,735-70.4% | $82,448-72.5% |
| Participation rate | 85.2% | 63.2%+22.0pp | 69.5%+15.7pp | 68.1%+17.1pp |
| Annual return | 22.65% | 39.10%-16.4pp | 29.77%-7.1pp | 41.64%-19.0pp |
| Employer contribution / active EE | $1,545 | $1,729-10.7% | $2,454-37.1% | $2,551-39.5% |
| Participant deferral / active EE | $3,618 | $3,134+15.4% | $4,088-11.5% | $4,139-12.6% |
| Admin fee / account holder | $588 | $5,323-89.0% | $7,189-91.8% | $7,234-91.9% |