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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 | $49,217 | $45,050+9.2% | $63,018-21.9% | $70,126-29.8% |
| Participation rate | 88.8% | 69.5%+19.2pp | 74.8%+13.9pp | 69.5%+19.2pp |
| Annual return | 11.93% | 18.76%-6.8pp | 87.62%-75.7pp | 73.15%-61.2pp |
| Employer contribution / active EE | $2,079 | $2,052+1.3% | $2,761-24.7% | $2,343-11.2% |
| Participant deferral / active EE | $3,782 | $2,466+53.4% | $3,330+13.6% | $3,332+13.5% |
| Admin fee / account holder | $4,682 | $2,834+65.2% | $3,601+30.0% | $4,645+0.8% |