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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 | $40,244 | $67,602-40.5% | $82,312-51.1% | $70,126-42.6% |
| Participation rate | 97.4% | 72.8%+24.6pp | 76.9%+20.5pp | 69.5%+27.8pp |
| Annual return | 14.49% | 21.57%-7.1pp | 25.88%-11.4pp | 73.15%-58.7pp |
| Employer contribution / active EE | $921 | $1,755-47.5% | $2,428-62.1% | $2,343-60.7% |
| Participant deferral / active EE | $2,122 | $2,987-29.0% | $3,706-42.7% | $3,332-36.3% |
| Admin fee / account holder | $2,298 | $4,512-49.1% | $5,608-59.0% | $4,645-50.5% |