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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 | $44,957 | $65,367-31.2% | $92,915-51.6% | $72,976-38.4% |
| Participation rate | 88.6% | 68.3%+20.3pp | 76.0%+12.6pp | 69.5%+19.1pp |
| Annual return | 23.60% | 42.11%-18.5pp | 109.45%-85.8pp | 81.02%-57.4pp |
| Employer contribution / active EE | $1,286 | $2,594-50.4% | $3,653-64.8% | $2,440-47.3% |
| Participant deferral / active EE | $3,058 | $3,128-2.2% | $4,238-27.8% | $3,608-15.2% |
| Admin fee / account holder | $1,576 | $4,251-62.9% | $5,796-72.8% | $5,124-69.2% |