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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 | $37,366 | $72,492-48.5% | $87,104-57.1% | $72,975-48.8% |
| Participation rate | 94.3% | 72.8%+21.5pp | 76.9%+17.4pp | 69.5%+24.8pp |
| Annual return | 19.42% | 24.46%-5.0pp | 28.19%-8.8pp | 81.01%-61.6pp |
| Employer contribution / active EE | $2,143 | $1,894+13.1% | $2,521-15.0% | $2,440-12.2% |
| Participant deferral / active EE | $2,939 | $3,270-10.1% | $4,048-27.4% | $3,608-18.5% |
| Admin fee / account holder | $2,510 | $5,055-50.3% | $7,491-66.5% | $5,124-51.0% |