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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 | $44,686 | $72,492-38.4% | $87,104-48.7% | $72,975-38.8% |
| Participation rate | 88.6% | 72.8%+15.8pp | 76.9%+11.8pp | 69.5%+19.1pp |
| Annual return | 19.13% | 24.46%-5.3pp | 28.19%-9.1pp | 81.01%-61.9pp |
| Employer contribution / active EE | $909 | $1,894-52.0% | $2,521-63.9% | $2,440-62.7% |
| Participant deferral / active EE | $2,066 | $3,270-36.8% | $4,048-49.0% | $3,608-42.7% |
| Admin fee / account holder | $595 | $5,055-88.2% | $7,491-92.1% | $5,124-88.4% |