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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 | $16,010 | $45,087-64.5% | $69,483-77.0% | $72,976-78.1% |
| Participation rate | 73.1% | 68.5%+4.6pp | 74.6%-1.5pp | 69.5%+3.6pp |
| Annual return | 21.54% | 22.67%-1.1pp | 28.99%-7.4pp | 81.02%-59.5pp |
| Employer contribution / active EE | $1,842 | $2,055-10.4% | $2,780-33.7% | $2,440-24.5% |
| Participant deferral / active EE | $2,815 | $2,603+8.1% | $3,537-20.4% | $3,608-22.0% |
| Admin fee / account holder | $2,454 | $3,057-19.7% | $3,841-36.1% | $5,124-52.1% |