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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 | $54,006 | $77,896-30.7% | $134,172-59.7% | $82,448-34.5% |
| Participation rate | 97.7% | 62.8%+34.9pp | 72.5%+25.3pp | 68.1%+29.7pp |
| Annual return | 14.70% | 18.21%-3.5pp | 25.30%-10.6pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,650 | $2,159-23.6% | $3,420-51.8% | $2,551-35.3% |
| Participant deferral / active EE | $1,750 | $3,162-44.7% | $4,690-62.7% | $4,139-57.7% |
| Admin fee / account holder | $6,770 | $6,336+6.8% | $12,016-43.7% | $7,234-6.4% |