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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 | $47,131 | $95,453-50.6% | $112,040-57.9% | $82,448-42.8% |
| Participation rate | 93.9% | 72.8%+21.2pp | 76.5%+17.4pp | 68.1%+25.9pp |
| Annual return | 17.48% | 23.92%-6.4pp | 24.52%-7.0pp | 41.64%-24.2pp |
| Employer contribution / active EE | $1,737 | $2,318-25.1% | $2,954-41.2% | $2,551-31.9% |
| Participant deferral / active EE | $5,263 | $4,224+24.6% | $5,098+3.2% | $4,139+27.2% |
| Admin fee / account holder | $4,044 | $9,013-55.1% | $12,098-66.6% | $7,234-44.1% |