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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 | $45,110 | $45,087+0.1% | $69,483-35.1% | $72,976-38.2% |
| Participation rate | 76.9% | 68.5%+8.4pp | 74.6%+2.3pp | 69.5%+7.4pp |
| Annual return | 6.66% | 22.67%-16.0pp | 28.99%-22.3pp | 81.02%-74.4pp |
| Employer contribution / active EE | $1,345 | $2,055-34.6% | $2,780-51.6% | $2,440-44.9% |
| Participant deferral / active EE | $3,446 | $2,603+32.4% | $3,537-2.5% | $3,608-4.5% |
| Admin fee / account holder | $4,846 | $3,057+58.5% | $3,841+26.2% | $5,124-5.4% |