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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 | $34,636 | $64,920-46.6% | $103,693-66.6% | $86,983-60.2% |
| Participation rate | 90.7% | 63.6%+27.1pp | 72.6%+18.0pp | 69.5%+21.1pp |
| Annual return | 18.38% | 30.29%-11.9pp | 47.61%-29.2pp | 25.83%-7.5pp |
| Employer contribution / active EE | $2,284 | $2,141+6.7% | $2,920-21.8% | $2,584-11.6% |
| Participant deferral / active EE | $4,004 | $3,241+23.6% | $4,579-12.6% | $4,194-4.5% |
| Admin fee / account holder | $1,208 | $6,191-80.5% | $7,858-84.6% | $7,856-84.6% |