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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 | $53,901 | $75,541-28.6% | $152,093-64.6% | $82,637-34.8% |
| Participation rate | 83.3% | 66.5%+16.8pp | 77.8%+5.6pp | 68.1%+15.3pp |
| Annual return | 17.64% | 32.56%-14.9pp | 66.36%-48.7pp | 53.51%-35.9pp |
| Employer contribution / active EE | $588 | $2,622-77.6% | $4,175-85.9% | $2,552-77.0% |
| Participant deferral / active EE | $5,138 | $3,206+60.3% | $5,451-5.7% | $4,126+24.5% |
| Admin fee / account holder | $3,708 | $6,405-42.1% | $14,497-74.4% | $7,339-49.5% |