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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 | $30,346 | $45,087-32.7% | $69,483-56.3% | $72,976-58.4% |
| Participation rate | 77.3% | 68.5%+8.8pp | 74.6%+2.7pp | 69.5%+7.8pp |
| Annual return | 22.18% | 22.67%-0.5pp | 28.99%-6.8pp | 81.02%-58.8pp |
| Employer contribution / active EE | $1,338 | $2,055-34.9% | $2,780-51.9% | $2,440-45.2% |
| Participant deferral / active EE | $3,063 | $2,603+17.7% | $3,537-13.4% | $3,608-15.1% |
| Admin fee / account holder | $3,192 | $3,057+4.4% | $3,841-16.9% | $5,124-37.7% |