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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 | $45,215 | $97,648-53.7% | $121,663-62.8% | $87,485-48.3% |
| Participation rate | 78.2% | 70.5%+7.7pp | 74.5%+3.7pp | 68.9%+9.2pp |
| Annual return | 15.14% | 18.03%-2.9pp | 147.54%-132.4pp | 26.06%-10.9pp |
| Employer contribution / active EE | $2,126 | $2,300-7.6% | $3,020-29.6% | $2,596-18.1% |
| Participant deferral / active EE | $2,899 | $3,923-26.1% | $4,887-40.7% | $4,274-32.2% |
| Admin fee / account holder | $2,032 | $11,100-81.7% | $14,289-85.8% | $7,775-73.9% |