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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 | $45,586 | $78,672-42.1% | $109,163-58.2% | $85,856-46.9% |
| Participation rate | 94.1% | 68.3%+25.8pp | 75.9%+18.2pp | 69.3%+24.8pp |
| Annual return | 16.67% | 25.09%-8.4pp | 25.75%-9.1pp | 318.58%-301.9pp |
| Employer contribution / active EE | $2,069 | $2,734-24.3% | $3,723-44.4% | $2,565-19.4% |
| Participant deferral / active EE | $3,846 | $3,467+10.9% | $4,654-17.4% | $3,952-2.7% |
| Admin fee / account holder | $10,406 | $5,470+90.3% | $6,754+54.1% | $6,261+66.2% |