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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 | $36,617 | $58,627-37.5% | $76,735-52.3% | $82,448-55.6% |
| Participation rate | 88.9% | 63.2%+25.7pp | 69.5%+19.4pp | 68.1%+20.8pp |
| Annual return | 15.89% | 39.10%-23.2pp | 29.77%-13.9pp | 41.64%-25.7pp |
| Employer contribution / active EE | $2,802 | $1,729+62.0% | $2,454+14.2% | $2,551+9.8% |
| Participant deferral / active EE | $4,844 | $3,134+54.6% | $4,088+18.5% | $4,139+17.0% |
| Admin fee / account holder | $2,081 | $5,323-60.9% | $7,189-71.1% | $7,234-71.2% |