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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 | $31,873 | $77,814-59.0% | $158,223-79.9% | $86,983-63.4% |
| Participation rate | 82.7% | 68.4%+14.3pp | 79.2%+3.5pp | 69.5%+13.2pp |
| Annual return | 16.09% | 30.54%-14.5pp | 52.09%-36.0pp | 25.83%-9.7pp |
| Employer contribution / active EE | $1,902 | $2,592-26.6% | $4,109-53.7% | $2,584-26.4% |
| Participant deferral / active EE | $3,459 | $3,270+5.8% | $5,467-36.7% | $4,194-17.5% |
| Admin fee / account holder | $3,788 | $5,879-35.6% | $16,047-76.4% | $7,856-51.8% |