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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 | $58,419 | $45,050+29.7% | $63,018-7.3% | $70,126-16.7% |
| Participation rate | 78.9% | 69.5%+9.4pp | 74.8%+4.1pp | 69.5%+9.4pp |
| Annual return | 13.56% | 18.76%-5.2pp | 87.62%-74.1pp | 73.15%-59.6pp |
| Employer contribution / active EE | $1,188 | $2,052-42.1% | $2,761-57.0% | $2,343-49.3% |
| Participant deferral / active EE | $2,932 | $2,466+18.9% | $3,330-11.9% | $3,332-12.0% |
| Admin fee / account holder | $2,539 | $2,834-10.4% | $3,601-29.5% | $4,645-45.3% |