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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 | $33,896 | $69,273-51.1% | $90,796-62.7% | $82,637-59.0% |
| Participation rate | 89.4% | 64.0%+25.4pp | 69.5%+19.9pp | 68.1%+21.3pp |
| Annual return | 13.66% | 18.37%-4.7pp | 19.29%-5.6pp | 53.51%-39.8pp |
| Employer contribution / active EE | $3,132 | $1,865+67.9% | $2,294+36.6% | $2,552+22.7% |
| Participant deferral / active EE | $3,395 | $3,047+11.4% | $3,822-11.2% | $4,126-17.7% |
| Admin fee / account holder | $5,094 | $5,511-7.6% | $7,024-27.5% | $7,339-30.6% |