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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 | $60,074 | $101,950-41.1% | $125,529-52.1% | $86,983-30.9% |
| Participation rate | 89.0% | 70.2%+18.9pp | 74.7%+14.3pp | 69.5%+19.5pp |
| Annual return | 18.53% | 18.29%+0.2pp | 202.56%-184.0pp | 25.83%-7.3pp |
| Employer contribution / active EE | $2,802 | $2,358+18.8% | $3,058-8.4% | $2,584+8.4% |
| Participant deferral / active EE | $4,542 | $3,862+17.6% | $4,813-5.6% | $4,194+8.3% |
| Admin fee / account holder | $4,461 | $12,791-65.1% | $16,298-72.6% | $7,856-43.2% |