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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 | $28,395 | $48,078-40.9% | $78,676-63.9% | $62,881-54.8% |
| Participation rate | 97.1% | 65.2%+31.9pp | 73.6%+23.5pp | 69.3%+27.8pp |
| Annual return | 19.51% | 31.36%-11.8pp | 62.19%-42.7pp | 20.14%-0.6pp |
| Employer contribution / active EE | $1,488 | $2,015-26.2% | $2,850-47.8% | $2,281-34.8% |
| Participant deferral / active EE | $3,098 | $2,587+19.8% | $3,517-11.9% | $3,203-3.3% |
| Admin fee / account holder | $778 | $3,206-75.7% | $4,510-82.7% | $4,296-81.9% |