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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 | $47,970 | $76,371-37.2% | $93,621-48.8% | $72,975-34.3% |
| Participation rate | 78.8% | 71.8%+7.0pp | 75.8%+3.0pp | 69.5%+9.3pp |
| Annual return | 17.34% | 25.82%-8.5pp | 32.76%-15.4pp | 81.01%-63.7pp |
| Employer contribution / active EE | $3,891 | $2,276+71.0% | $2,719+43.1% | $2,440+59.5% |
| Participant deferral / active EE | $1,807 | $3,538-48.9% | $4,070-55.6% | $3,608-49.9% |
| Admin fee / account holder | $973 | $6,839-85.8% | $7,890-87.7% | $5,124-81.0% |