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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 | $31,764 | $65,027-51.2% | $90,970-65.1% | $79,852-60.2% |
| Participation rate | 80.4% | 61.6%+18.7pp | 69.0%+11.3pp | 69.6%+10.7pp |
| Annual return | 15.80% | 30.45%-14.7pp | 134.58%-118.8pp | 31.72%-15.9pp |
| Employer contribution / active EE | $1,541 | $1,247+23.5% | $2,122-27.4% | $2,471-37.6% |
| Participant deferral / active EE | $2,650 | $2,512+5.5% | $3,373-21.4% | $3,740-29.1% |
| Admin fee / account holder | $2,073 | $4,535-54.3% | $5,960-65.2% | $5,306-60.9% |