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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 | $45,256 | $49,255-8.1% | $70,494-35.8% | $79,856-43.3% |
| Participation rate | 73.1% | 69.2%+4.0pp | 75.1%-1.9pp | 69.6%+3.5pp |
| Annual return | 13.18% | 30.10%-16.9pp | 109.16%-96.0pp | 31.71%-18.5pp |
| Employer contribution / active EE | $1,453 | $2,100-30.8% | $2,738-47.0% | $2,471-41.2% |
| Participant deferral / active EE | $3,436 | $2,768+24.1% | $3,711-7.4% | $3,741-8.2% |
| Admin fee / account holder | $2,529 | $2,879-12.2% | $3,848-34.3% | $5,306-52.3% |