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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 | $43,682 | $71,197-38.6% | $93,669-53.4% | $80,925-46.0% |
| Participation rate | 86.5% | 60.4%+26.1pp | 68.7%+17.8pp | 67.7%+18.8pp |
| Annual return | 13.68% | 11.27%+2.4pp | 133.59%-119.9pp | 35.65%-22.0pp |
| Employer contribution / active EE | $1,983 | $1,565+26.7% | $2,424-18.2% | $2,756-28.1% |
| Participant deferral / active EE | $3,390 | $4,036-16.0% | $4,416-23.2% | $4,299-21.1% |
| Admin fee / account holder | $7,027 | $6,959+1.0% | $8,291-15.2% | $6,940+1.3% |