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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 | $30,774 | $76,407-59.7% | $150,298-79.5% | $82,448-62.7% |
| Participation rate | 95.9% | 66.4%+29.5pp | 77.8%+18.1pp | 68.1%+27.8pp |
| Annual return | 17.49% | 39.99%-22.5pp | 62.79%-45.3pp | 41.64%-24.2pp |
| Employer contribution / active EE | $2,483 | $2,614-5.0% | $4,154-40.2% | $2,551-2.7% |
| Participant deferral / active EE | $5,340 | $3,214+66.1% | $5,453-2.1% | $4,139+29.0% |
| Admin fee / account holder | $3,580 | $6,352-43.6% | $14,116-74.6% | $7,234-50.5% |