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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 | $39,052 | $54,757-28.7% | $90,304-56.8% | $72,975-46.5% |
| Participation rate | 74.4% | 65.2%+9.2pp | 73.3%+1.1pp | 69.5%+4.9pp |
| Annual return | 24.80% | 30.63%-5.8pp | 78.13%-53.3pp | 81.01%-56.2pp |
| Employer contribution / active EE | $1,198 | $2,093-42.8% | $2,855-58.0% | $2,440-50.9% |
| Participant deferral / active EE | $4,709 | $2,887+63.1% | $3,885+21.2% | $3,608+30.5% |
| Admin fee / account holder | $636 | $3,973-84.0% | $5,354-88.1% | $5,124-87.6% |