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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 | $35,976 | $104,251-65.5% | $91,004-60.5% | $147,585-75.6% |
| Participation rate | 95.0% | 78.2%+16.8pp | 75.6%+19.4pp | 82.8%+12.2pp |
| Annual return | 14.70% | 27.06%-12.4pp | 4.60%+10.1pp | 578.58%-563.9pp |
| Employer contribution / active EE | $2,939 | $3,116-5.7% | $2,456+19.7% | $4,876-39.7% |
| Participant deferral / active EE | $3,839 | $4,195-8.5% | $3,548+8.2% | $5,439-29.4% |
| Admin fee / account holder | $4,601 | $8,948-48.6% | $5,417-15.1% | $10,886-57.7% |