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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 | $34,472 | $77,416-55.5% | $69,464-50.4% | $152,897-77.5% |
| Participation rate | 87.5% | 78.1%+9.4pp | 74.6%+12.9pp | 82.5%+5.0pp |
| Annual return | 26.08% | 39.08%-13.0pp | 28.98%-2.9pp | 345.43%-319.3pp |
| Employer contribution / active EE | $3,730 | $3,315+12.5% | $2,779+34.2% | $4,764-21.7% |
| Participant deferral / active EE | $5,590 | $4,413+26.7% | $3,536+58.1% | $5,851-4.5% |
| Admin fee / account holder | $2,906 | $6,208-53.2% | $3,840-24.3% | $11,599-74.9% |