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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 | $58,134 | $96,731-39.9% | $123,973-53.1% | $86,983-33.2% |
| Participation rate | 83.9% | 70.0%+13.9pp | 76.7%+7.2pp | 69.5%+14.3pp |
| Annual return | 18.52% | 17.33%+1.2pp | 388.13%-369.6pp | 25.83%-7.3pp |
| Employer contribution / active EE | $2,551 | $3,297-22.6% | $4,126-38.2% | $2,584-1.3% |
| Participant deferral / active EE | $4,282 | $4,152+3.1% | $5,247-18.4% | $4,194+2.1% |
| Admin fee / account holder | $1,341 | $8,722-84.6% | $11,799-88.6% | $7,856-82.9% |