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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 | $41,589 | $199,109-79.1% | $173,730-76.1% | $154,746-73.1% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.6%+0.4pp | 80.7%-0.7pp |
| Annual return | 11.47% | 20.02%-8.6pp | 19.96%-8.5pp | 172.34%-160.9pp |
| Employer contribution / active EE | $3,101 | $5,311-41.6% | $4,577-32.3% | $4,379-29.2% |
| Participant deferral / active EE | $6,400 | $7,113-10.0% | $6,326+1.2% | $6,730-4.9% |
| Admin fee / account holder | $10,624 | $20,916-49.2% | $17,523-39.4% | $14,365-26.0% |