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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 | $53,002 | $81,504-35.0% | $102,437-48.3% | $80,959-34.5% |
| Participation rate | 86.7% | 66.9%+19.8pp | 74.5%+12.2pp | 67.7%+19.0pp |
| Annual return | 13.31% | 25.60%-12.3pp | 24.95%-11.6pp | 35.67%-22.4pp |
| Employer contribution / active EE | $1,688 | $3,104-45.6% | $3,871-56.4% | $2,757-38.8% |
| Participant deferral / active EE | $3,295 | $3,871-14.9% | $5,060-34.9% | $4,300-23.4% |
| Admin fee / account holder | $682 | $6,719-89.8% | $8,388-91.9% | $6,925-90.1% |