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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 | $27,950 | $65,712-57.5% | $57,196-51.1% | $273,972-89.8% |
| Participation rate | 90.0% | 78.3%+11.7pp | 75.3%+14.7pp | 83.0%+7.0pp |
| Annual return | 10.28% | 22.01%-11.7pp | 14.59%-4.3pp | 41.46%-31.2pp |
| Employer contribution / active EE | $1,188 | $3,280-63.8% | $2,683-55.7% | $4,869-75.6% |
| Participant deferral / active EE | $2,445 | $3,782-35.4% | $3,096-21.0% | $5,287-53.8% |
| Admin fee / account holder | $3,850 | $4,838-20.4% | $3,141+22.6% | $10,133-62.0% |