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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 | $45,787 | $49,239-7.0% | $70,462-35.0% | $79,858-42.7% |
| Participation rate | 83.7% | 69.2%+14.5pp | 75.1%+8.6pp | 69.6%+14.0pp |
| Annual return | 11.16% | 30.08%-18.9pp | 109.08%-97.9pp | 31.72%-20.6pp |
| Employer contribution / active EE | $857 | $2,100-59.2% | $2,737-68.7% | $2,471-65.3% |
| Participant deferral / active EE | $2,105 | $2,769-24.0% | $3,710-43.2% | $3,740-43.7% |
| Admin fee / account holder | $2,848 | $2,876-1.0% | $3,845-25.9% | $5,306-46.3% |