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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 | $54,335 | $73,978-26.6% | $96,515-43.7% | $75,173-27.7% |
| Participation rate | 90.5% | 66.4%+24.0pp | 74.3%+16.1pp | 67.2%+23.3pp |
| Annual return | 18.47% | 26.72%-8.2pp | 35.73%-17.3pp | 160.72%-142.2pp |
| Employer contribution / active EE | $1,931 | $2,931-34.1% | $3,740-48.4% | $2,671-27.7% |
| Participant deferral / active EE | $5,204 | $3,660+42.2% | $4,880+6.7% | $4,126+26.1% |
| Admin fee / account holder | $891 | $5,219-82.9% | $6,735-86.8% | $5,651-84.2% |