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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 | $65,003 | $99,345-34.6% | $84,753-23.3% | $273,972-76.3% |
| Participation rate | 92.3% | 80.7%+11.6pp | 76.6%+15.7pp | 83.0%+9.3pp |
| Annual return | 3.82% | 22.93%-19.1pp | 22.78%-19.0pp | 41.46%-37.6pp |
| Employer contribution / active EE | $1,583 | $4,214-62.4% | $3,574-55.7% | $4,869-67.5% |
| Participant deferral / active EE | $1,728 | $4,270-59.5% | $3,712-53.4% | $5,287-67.3% |
| Admin fee / account holder | $10,487 | $6,645+57.8% | $5,333+96.6% | $10,133+3.5% |