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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 | $60,293 | $101,752-40.7% | $164,928-63.4% | $80,911-25.5% |
| Participation rate | 86.8% | 71.8%+15.0pp | 78.6%+8.2pp | 67.6%+19.2pp |
| Annual return | 22.06% | 16.73%+5.3pp | 70.08%-48.0pp | 35.63%-13.6pp |
| Employer contribution / active EE | $2,360 | $2,953-20.1% | $4,343-45.7% | $2,756-14.4% |
| Participant deferral / active EE | $5,099 | $4,477+13.9% | $6,034-15.5% | $4,297+18.7% |
| Admin fee / account holder | $2,017 | $8,218-75.5% | $12,684-84.1% | $6,935-70.9% |