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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 | $48,344 | $73,787-34.5% | $98,716-51.0% | $82,448-41.4% |
| Participation rate | 89.3% | 61.4%+27.9pp | 69.3%+20.0pp | 68.1%+21.2pp |
| Annual return | 13.72% | 18.57%-4.8pp | 31.81%-18.1pp | 41.64%-27.9pp |
| Employer contribution / active EE | $2,203 | $1,511+45.8% | $2,279-3.3% | $2,551-13.6% |
| Participant deferral / active EE | $4,521 | $3,081+46.7% | $4,048+11.7% | $4,139+9.2% |
| Admin fee / account holder | $1,401 | $6,500-78.4% | $8,703-83.9% | $7,234-80.6% |