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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 | $94,031-51.9% | $115,768-60.9% | $82,448-45.2% |
| Participation rate | 78.2% | 70.4%+7.7pp | 74.4%+3.8pp | 68.1%+10.1pp |
| Annual return | 15.14% | 20.61%-5.5pp | 100.46%-85.3pp | 41.64%-26.5pp |
| Employer contribution / active EE | $2,126 | $2,323-8.5% | $2,940-27.7% | $2,551-16.7% |
| Participant deferral / active EE | $2,899 | $3,972-27.0% | $4,917-41.0% | $4,139-30.0% |
| Admin fee / account holder | $2,032 | $10,249-80.2% | $12,439-83.7% | $7,234-71.9% |