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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 | $39,804 | $75,541-47.3% | $152,093-73.8% | $82,637-51.8% |
| Participation rate | 82.6% | 66.5%+16.1pp | 77.8%+4.8pp | 68.1%+14.6pp |
| Annual return | 13.57% | 32.56%-19.0pp | 66.36%-52.8pp | 53.51%-39.9pp |
| Employer contribution / active EE | $1,783 | $2,622-32.0% | $4,175-57.3% | $2,552-30.1% |
| Participant deferral / active EE | $3,374 | $3,206+5.3% | $5,451-38.1% | $4,126-18.2% |
| Admin fee / account holder | $1,633 | $6,405-74.5% | $14,497-88.7% | $7,339-77.8% |