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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 | $40,503 | $73,988-45.3% | $96,538-58.0% | $75,177-46.1% |
| Participation rate | 82.9% | 66.4%+16.4pp | 74.3%+8.5pp | 67.2%+15.7pp |
| Annual return | 18.34% | 26.73%-8.4pp | 35.74%-17.4pp | 160.75%-142.4pp |
| Employer contribution / active EE | $1,466 | $2,930-50.0% | $3,740-60.8% | $2,671-45.1% |
| Participant deferral / active EE | $2,832 | $3,660-22.6% | $4,880-42.0% | $4,126-31.4% |
| Admin fee / account holder | $1,241 | $5,220-76.2% | $6,737-81.6% | $5,651-78.0% |