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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 | $61,523 | $63,365-2.9% | $91,994-33.1% | $72,975-15.7% |
| Participation rate | 82.8% | 72.5%+10.2pp | 78.6%+4.1pp | 69.5%+13.3pp |
| Annual return | 23.69% | 35.35%-11.7pp | 69.04%-45.3pp | 81.01%-57.3pp |
| Employer contribution / active EE | $1,420 | $2,116-32.9% | $3,453-58.9% | $2,440-41.8% |
| Participant deferral / active EE | $3,625 | $4,883-25.8% | $5,924-38.8% | $3,608+0.5% |
| Admin fee / account holder | $12,076 | $4,670+158.6% | $7,744+55.9% | $5,124+135.7% |