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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 | $51,413 | $56,054-8.3% | $171,082-69.9% | $62,881-18.2% |
| Participation rate | 95.2% | 62.9%+32.4pp | 76.7%+18.5pp | 69.3%+25.9pp |
| Annual return | 7.28% | 22.52%-15.2pp | 32.56%-25.3pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,456 | $1,731-15.9% | $4,002-63.6% | $2,281-36.2% |
| Participant deferral / active EE | $2,045 | $3,158-35.2% | $4,797-57.4% | $3,203-36.1% |
| Admin fee / account holder | $2,599 | $3,647-28.7% | $8,520-69.5% | $4,296-39.5% |