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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 | $30,728 | $52,580-41.6% | $71,671-57.1% | $70,126-56.2% |
| Participation rate | 80.5% | 60.9%+19.6pp | 68.7%+11.7pp | 69.5%+10.9pp |
| Annual return | 15.49% | 20.25%-4.8pp | 20.65%-5.2pp | 73.15%-57.7pp |
| Employer contribution / active EE | $1,839 | $1,616+13.8% | $2,460-25.2% | $2,343-21.5% |
| Participant deferral / active EE | $0 | $2,386-100.0% | $3,438-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,529 | $3,653-58.2% | $5,558-72.5% | $4,645-67.1% |