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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 | $44,379 | $49,249-9.9% | $70,476-37.0% | $79,852-44.4% |
| Participation rate | 97.3% | 69.2%+28.1pp | 75.1%+22.2pp | 69.6%+27.7pp |
| Annual return | 16.27% | 30.09%-13.8pp | 109.12%-92.8pp | 31.72%-15.4pp |
| Employer contribution / active EE | $1,733 | $2,100-17.5% | $2,738-36.7% | $2,471-29.9% |
| Participant deferral / active EE | $2,743 | $2,769-1.0% | $3,710-26.1% | $3,740-26.7% |
| Admin fee / account holder | $3,451 | $2,878+19.9% | $3,847-10.3% | $5,306-35.0% |