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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 | $58,142 | $94,439-38.4% | $73,658-21.1% | $154,746-62.4% |
| Participation rate | 80.0% | 64.7%+15.3pp | 57.0%+23.0pp | 80.7%-0.7pp |
| Annual return | 17.27% | 28.25%-11.0pp | 29.72%-12.5pp | 172.34%-155.1pp |
| Employer contribution / active EE | $1,855 | $1,257+47.5% | $1,032+79.6% | $4,379-57.7% |
| Participant deferral / active EE | $5,230 | $2,527+107.0% | $2,062+153.7% | $6,730-22.3% |
| Admin fee / account holder | $2,869 | $3,843-25.3% | $3,357-14.5% | $14,365-80.0% |