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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 | $33,586 | $106,864-68.6% | $147,318-77.2% | $82,637-59.4% |
| Participation rate | 83.9% | 75.5%+8.4pp | 82.1%+1.8pp | 68.1%+15.8pp |
| Annual return | 19.53% | 27.49%-8.0pp | 70.43%-50.9pp | 53.51%-34.0pp |
| Employer contribution / active EE | $2,450 | $3,417-28.3% | $4,593-46.7% | $2,552-4.0% |
| Participant deferral / active EE | $5,445 | $6,496-16.2% | $7,906-31.1% | $4,126+32.0% |
| Admin fee / account holder | $2,579 | $8,415-69.3% | $13,708-81.2% | $7,339-64.9% |