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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 | $46,610 | $69,541-33.0% | $59,899-22.2% | $135,380-65.6% |
| Participation rate | 70.8% | 77.8%-7.0pp | 74.7%-3.9pp | 82.6%-11.8pp |
| Annual return | 8.32% | 7.95%+0.4pp | 3.46%+4.9pp | 519.81%-511.5pp |
| Employer contribution / active EE | $785 | $3,236-75.8% | $2,723-71.2% | $4,779-83.6% |
| Participant deferral / active EE | $2,456 | $4,206-41.6% | $3,402-27.8% | $5,609-56.2% |
| Admin fee / account holder | $1,364 | $5,737-76.2% | $3,592-62.0% | $10,828-87.4% |