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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 | $63,593 | $77,472-17.9% | $100,415-36.7% | $80,959-21.5% |
| Participation rate | 98.8% | 76.9%+21.8pp | 81.5%+17.2pp | 67.7%+31.1pp |
| Annual return | 13.27% | 37.26%-24.0pp | 49.47%-36.2pp | 35.67%-22.4pp |
| Employer contribution / active EE | $935 | $2,800-66.6% | $3,943-76.3% | $2,757-66.1% |
| Participant deferral / active EE | $5,413 | $6,818-20.6% | $8,091-33.1% | $4,300+25.9% |
| Admin fee / account holder | $2,024 | $5,885-65.6% | $7,906-74.4% | $6,925-70.8% |