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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 | $40,443 | $46,596-13.2% | $64,099-36.9% | $75,181-46.2% |
| Participation rate | 77.5% | 65.9%+11.6pp | 72.3%+5.2pp | 67.2%+10.3pp |
| Annual return | 11.63% | 26.04%-14.4pp | 33.70%-22.1pp | 160.69%-149.1pp |
| Employer contribution / active EE | $1,163 | $1,975-41.1% | $2,748-57.7% | $2,671-56.5% |
| Participant deferral / active EE | $1,849 | $2,837-34.8% | $3,881-52.4% | $4,126-55.2% |
| Admin fee / account holder | $722 | $2,954-75.5% | $3,070-76.5% | $5,650-87.2% |