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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 | $50,449 | $74,535-32.3% | $100,712-49.9% | $82,637-39.0% |
| Participation rate | 86.2% | 61.2%+25.0pp | 69.3%+16.9pp | 68.1%+18.2pp |
| Annual return | 16.00% | 18.92%-2.9pp | 33.27%-17.3pp | 53.51%-37.5pp |
| Employer contribution / active EE | $2,178 | $1,503+45.0% | $2,313-5.8% | $2,552-14.6% |
| Participant deferral / active EE | $2,146 | $3,074-30.2% | $4,085-47.5% | $4,126-48.0% |
| Admin fee / account holder | $1,932 | $6,576-70.6% | $9,256-79.1% | $7,339-73.7% |