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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 | $42,812 | $48,078-11.0% | $78,676-45.6% | $62,881-31.9% |
| Participation rate | 96.4% | 65.2%+31.2pp | 73.6%+22.9pp | 69.3%+27.1pp |
| Annual return | 15.32% | 31.36%-16.0pp | 62.19%-46.9pp | 20.14%-4.8pp |
| Employer contribution / active EE | $534 | $2,015-73.5% | $2,850-81.3% | $2,281-76.6% |
| Participant deferral / active EE | $3,291 | $2,587+27.2% | $3,517-6.4% | $3,203+2.7% |
| Admin fee / account holder | $817 | $3,206-74.5% | $4,510-81.9% | $4,296-81.0% |