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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 | $47,856 | $72,486-34.0% | $87,103-45.1% | $72,976-34.4% |
| Participation rate | 86.4% | 72.8%+13.6pp | 76.9%+9.6pp | 69.5%+17.0pp |
| Annual return | 19.35% | 24.46%-5.1pp | 28.19%-8.8pp | 81.02%-61.7pp |
| Employer contribution / active EE | $1,186 | $1,894-37.4% | $2,521-52.9% | $2,440-51.4% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,104 | $5,055-38.6% | $7,491-58.6% | $5,124-39.4% |