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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 | $42,063 | $73,787-43.0% | $98,716-57.4% | $82,448-49.0% |
| Participation rate | 73.5% | 61.4%+12.1pp | 69.3%+4.2pp | 68.1%+5.5pp |
| Annual return | 16.05% | 18.57%-2.5pp | 31.81%-15.8pp | 41.64%-25.6pp |
| Employer contribution / active EE | $1,723 | $1,511+14.0% | $2,279-24.4% | $2,551-32.5% |
| Participant deferral / active EE | $3,932 | $3,081+27.6% | $4,048-2.9% | $4,139-5.0% |
| Admin fee / account holder | $5,765 | $6,500-11.3% | $8,703-33.8% | $7,234-20.3% |