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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 | $71,215-38.7% | $93,696-53.4% | $80,935-46.0% |
| Participation rate | 86.5% | 60.4%+26.1pp | 68.7%+17.8pp | 67.7%+18.8pp |
| Annual return | 13.68% | 11.27%+2.4pp | 133.74%-120.1pp | 35.66%-22.0pp |
| Employer contribution / active EE | $1,983 | $1,565+26.7% | $2,422-18.1% | $2,757-28.1% |
| Participant deferral / active EE | $3,390 | $4,037-16.0% | $4,417-23.2% | $4,299-21.2% |
| Admin fee / account holder | $7,027 | $6,958+1.0% | $8,287-15.2% | $6,924+1.5% |