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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 | $43,822 | $76,367-42.6% | $93,614-53.2% | $72,983-40.0% |
| Participation rate | 72.0% | 71.7%+0.3pp | 75.8%-3.8pp | 69.5%+2.5pp |
| Annual return | 22.41% | 25.82%-3.4pp | 32.76%-10.3pp | 81.01%-58.6pp |
| Employer contribution / active EE | $1,434 | $2,275-37.0% | $2,718-47.2% | $2,440-41.2% |
| Participant deferral / active EE | $3,266 | $3,538-7.7% | $4,069-19.7% | $3,608-9.5% |
| Admin fee / account holder | $2,791 | $6,838-59.2% | $7,889-64.6% | $5,124-45.5% |