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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 | $60,321 | $78,428-23.1% | $95,960-37.1% | $79,852-24.5% |
| Participation rate | 97.4% | 73.5%+23.9pp | 77.1%+20.3pp | 69.6%+27.7pp |
| Annual return | 14.38% | 19.37%-5.0pp | 91.63%-77.3pp | 31.72%-17.3pp |
| Employer contribution / active EE | $1,368 | $1,945-29.7% | $2,541-46.2% | $2,471-44.6% |
| Participant deferral / active EE | $2,542 | $3,440-26.1% | $4,167-39.0% | $3,740-32.0% |
| Admin fee / account holder | $3,057 | $5,622-45.6% | $6,797-55.0% | $5,306-42.4% |