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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 | $29,692 | $83,485-64.4% | $125,192-76.3% | $72,975-59.3% |
| Participation rate | 70.0% | 73.3%-3.3pp | 79.8%-9.8pp | 69.5%+0.5pp |
| Annual return | 22.37% | 25.77%-3.4pp | 43.79%-21.4pp | 81.01%-58.6pp |
| Employer contribution / active EE | $1,859 | $2,346-20.8% | $3,866-51.9% | $2,440-23.8% |
| Participant deferral / active EE | $2,498 | $3,586-30.3% | $4,937-49.4% | $3,608-30.8% |
| Admin fee / account holder | $1,650 | $5,518-70.1% | $9,704-83.0% | $5,124-67.8% |