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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 | $41,260 | $106,524-61.3% | $152,301-72.9% | $87,485-52.8% |
| Participation rate | 86.4% | 75.8%+10.7pp | 82.4%+4.0pp | 68.9%+17.5pp |
| Annual return | 18.01% | 26.89%-8.9pp | 80.50%-62.5pp | 26.06%-8.1pp |
| Employer contribution / active EE | $2,042 | $3,371-39.4% | $4,624-55.8% | $2,596-21.4% |
| Participant deferral / active EE | $4,928 | $6,525-24.5% | $8,004-38.4% | $4,274+15.3% |
| Admin fee / account holder | $1,185 | $8,287-85.7% | $14,398-91.8% | $7,775-84.8% |