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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 | $19,028 | $63,809-70.2% | $81,353-76.6% | $80,935-76.5% |
| Participation rate | 71.1% | 63.9%+7.2pp | 69.5%+1.5pp | 67.7%+3.4pp |
| Annual return | 13.65% | 16.37%-2.7pp | 24.82%-11.2pp | 35.66%-22.0pp |
| Employer contribution / active EE | $1,706 | $1,981-13.9% | $2,464-30.7% | $2,757-38.1% |
| Participant deferral / active EE | $2,811 | $3,093-9.1% | $3,885-27.6% | $4,299-34.6% |
| Admin fee / account holder | $1,006 | $5,686-82.3% | $5,766-82.6% | $6,924-85.5% |