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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 | $43,798 | $81,334-46.2% | $113,397-61.4% | $64,097-31.7% |
| Participation rate | 72.1% | 65.6%+6.4pp | 76.5%-4.4pp | 55.2%+16.9pp |
| Annual return | 23.73% | 32.50%-8.8pp | 23.20%+0.5pp | 34.64%-10.9pp |
| Employer contribution / active EE | $2,219 | $2,077+6.8% | $2,977-25.5% | $1,891+17.3% |
| Participant deferral / active EE | $3,809 | $3,795+0.4% | $5,076-25.0% | $3,080+23.7% |
| Admin fee / account holder | $1,444 | $4,208-65.7% | $11,957-87.9% | $3,454-58.2% |