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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 | $59,181 | $90,400-34.5% | $186,193-68.2% | $87,485-32.4% |
| Participation rate | 76.9% | 66.2%+10.7pp | 77.1%-0.2pp | 68.9%+8.0pp |
| Annual return | 21.54% | 22.15%-0.6pp | 78.03%-56.5pp | 26.06%-4.5pp |
| Employer contribution / active EE | $2,010 | $2,170-7.4% | $3,918-48.7% | $2,596-22.6% |
| Participant deferral / active EE | $4,316 | $4,330-0.3% | $6,513-33.7% | $4,274+1.0% |
| Admin fee / account holder | $2,343 | $8,673-73.0% | $11,058-78.8% | $7,775-69.9% |