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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 | $23,673 | $55,684-57.5% | $75,900-68.8% | $72,976-67.6% |
| Participation rate | 81.0% | 61.1%+19.8pp | 69.3%+11.7pp | 69.5%+11.5pp |
| Annual return | 25.43% | 27.60%-2.2pp | 30.73%-5.3pp | 81.02%-55.6pp |
| Employer contribution / active EE | $1,374 | $1,687-18.5% | $2,501-45.1% | $2,440-43.7% |
| Participant deferral / active EE | $3,777 | $2,634+43.4% | $3,604+4.8% | $3,608+4.7% |
| Admin fee / account holder | $1,408 | $3,981-64.6% | $5,421-74.0% | $5,124-72.5% |