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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 | $33,144 | $72,177-54.1% | $115,037-71.2% | $59,633-44.4% |
| Participation rate | 79.7% | 72.6%+7.2pp | 81.4%-1.6pp | 68.7%+11.1pp |
| Annual return | 4.10% | 12.02%-7.9pp | 26.14%-22.0pp | 2041.40%-2037.3pp |
| Employer contribution / active EE | $2,127 | $2,841-25.1% | $4,608-53.8% | $2,203-3.4% |
| Participant deferral / active EE | $3,989 | $4,783-16.6% | $6,026-33.8% | $3,192+25.0% |
| Admin fee / account holder | $5,329 | $4,927+8.2% | $8,175-34.8% | $4,297+24.0% |