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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 | $43,368 | $46,599-6.9% | $64,101-32.3% | $75,173-42.3% |
| Participation rate | 97.1% | 65.9%+31.1pp | 72.3%+24.7pp | 67.2%+29.9pp |
| Annual return | 15.11% | 26.06%-10.9pp | 33.72%-18.6pp | 160.72%-145.6pp |
| Employer contribution / active EE | $1,540 | $1,975-22.0% | $2,749-44.0% | $2,671-42.3% |
| Participant deferral / active EE | $4,226 | $2,837+49.0% | $3,881+8.9% | $4,126+2.4% |
| Admin fee / account holder | $882 | $2,956-70.2% | $3,070-71.3% | $5,651-84.4% |