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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 | $41,308 | $45,087-8.4% | $69,483-40.5% | $72,976-43.4% |
| Participation rate | 88.2% | 68.5%+19.7pp | 74.6%+13.6pp | 69.5%+18.7pp |
| Annual return | 8.32% | 22.67%-14.3pp | 28.99%-20.7pp | 81.02%-72.7pp |
| Employer contribution / active EE | $1,145 | $2,055-44.3% | $2,780-58.8% | $2,440-53.1% |
| Participant deferral / active EE | $2,403 | $2,603-7.7% | $3,537-32.1% | $3,608-33.4% |
| Admin fee / account holder | $2,859 | $3,057-6.5% | $3,841-25.6% | $5,124-44.2% |