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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 | $64,222 | $54,541+17.7% | $78,778-18.5% | $70,126-8.4% |
| Participation rate | 74.1% | 60.8%+13.3pp | 69.2%+4.9pp | 69.5%+4.5pp |
| Annual return | 12.70% | 21.07%-8.4pp | 35.62%-22.9pp | 73.15%-60.5pp |
| Employer contribution / active EE | $758 | $1,089-30.4% | $1,986-61.8% | $2,343-67.6% |
| Participant deferral / active EE | $2,526 | $2,210+14.3% | $2,958-14.6% | $3,332-24.2% |
| Admin fee / account holder | $7,652 | $3,709+106.3% | $5,134+49.0% | $4,645+64.7% |