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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 | $75,299 | $136,860-45.0% | $120,344-37.4% | $154,746-51.3% |
| Participation rate | 90.0% | 79.9%+10.1pp | 76.7%+13.3pp | 80.7%+9.3pp |
| Annual return | 15.72% | 21.38%-5.7pp | 20.30%-4.6pp | 172.34%-156.6pp |
| Employer contribution / active EE | $2,247 | $3,533-36.4% | $3,020-25.6% | $4,379-48.7% |
| Participant deferral / active EE | $3,420 | $5,793-41.0% | $5,135-33.4% | $6,730-49.2% |
| Admin fee / account holder | $8,186 | $15,393-46.8% | $12,742-35.8% | $14,365-43.0% |