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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 | $55,409 | $72,273-23.3% | $101,275-45.3% | $79,856-30.6% |
| Participation rate | 82.1% | 68.5%+13.6pp | 75.8%+6.2pp | 69.6%+12.4pp |
| Annual return | 23.07% | 22.30%+0.8pp | 46.48%-23.4pp | 31.71%-8.6pp |
| Employer contribution / active EE | $692 | $2,691-74.3% | $3,660-81.1% | $2,471-72.0% |
| Participant deferral / active EE | $2,801 | $3,282-14.6% | $4,371-35.9% | $3,741-25.1% |
| Admin fee / account holder | $922 | $4,401-79.0% | $5,948-84.5% | $5,306-82.6% |