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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 | $47,390 | $70,475-32.8% | $100,530-52.9% | $79,858-40.7% |
| Participation rate | 75.9% | 73.7%+2.2pp | 79.4%-3.5pp | 69.6%+6.2pp |
| Annual return | 23.52% | 21.90%+1.6pp | 30.89%-7.4pp | 31.72%-8.2pp |
| Employer contribution / active EE | $3,342 | $2,165+54.4% | $3,418-2.2% | $2,471+35.3% |
| Participant deferral / active EE | $5,595 | $5,181+8.0% | $6,271-10.8% | $3,740+49.6% |
| Admin fee / account holder | $770 | $4,478-82.8% | $8,083-90.5% | $5,306-85.5% |