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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 | $40,701 | $80,992-49.7% | $96,534-57.8% | $75,173-45.9% |
| Participation rate | 79.7% | 71.8%+7.9pp | 76.0%+3.7pp | 67.2%+12.5pp |
| Annual return | 28.75% | 27.05%+1.7pp | 25.88%+2.9pp | 160.72%-132.0pp |
| Employer contribution / active EE | $1,286 | $2,283-43.7% | $2,965-56.6% | $2,671-51.9% |
| Participant deferral / active EE | $3,966 | $3,929+0.9% | $4,851-18.2% | $4,126-3.9% |
| Admin fee / account holder | $1,847 | $6,717-72.5% | $8,253-77.6% | $5,651-67.3% |