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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 | $19,699 | $45,050-56.3% | $63,018-68.7% | $70,126-71.9% |
| Participation rate | 86.4% | 69.5%+16.9pp | 74.8%+11.6pp | 69.5%+16.8pp |
| Annual return | 17.59% | 18.76%-1.2pp | 87.62%-70.0pp | 73.15%-55.6pp |
| Employer contribution / active EE | $1,489 | $2,052-27.4% | $2,761-46.1% | $2,343-36.4% |
| Participant deferral / active EE | $2,650 | $2,466+7.5% | $3,330-20.4% | $3,332-20.5% |
| Admin fee / account holder | $1,486 | $2,834-47.6% | $3,601-58.7% | $4,645-68.0% |