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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 | $46,571 | $67,602-31.1% | $82,312-43.4% | $70,126-33.6% |
| Participation rate | 85.4% | 72.8%+12.6pp | 76.9%+8.5pp | 69.5%+15.9pp |
| Annual return | 13.34% | 21.57%-8.2pp | 25.88%-12.5pp | 73.15%-59.8pp |
| Employer contribution / active EE | $1,087 | $1,755-38.0% | $2,428-55.2% | $2,343-53.6% |
| Participant deferral / active EE | $2,366 | $2,987-20.8% | $3,706-36.2% | $3,332-29.0% |
| Admin fee / account holder | $2,174 | $4,512-51.8% | $5,608-61.2% | $4,645-53.2% |