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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 | $35,131 | $67,602-48.0% | $82,312-57.3% | $70,126-49.9% |
| Participation rate | 90.0% | 72.8%+17.2pp | 76.9%+13.1pp | 69.5%+20.5pp |
| Annual return | 14.16% | 21.57%-7.4pp | 25.88%-11.7pp | 73.15%-59.0pp |
| Employer contribution / active EE | $833 | $1,755-52.5% | $2,428-65.7% | $2,343-64.4% |
| Participant deferral / active EE | $3,109 | $2,987+4.1% | $3,706-16.1% | $3,332-6.7% |
| Admin fee / account holder | $5,880 | $4,512+30.3% | $5,608+4.9% | $4,645+26.6% |