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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 | $58,842 | $114,013-48.4% | $103,693-43.3% | $155,188-62.1% |
| Participation rate | 91.7% | 75.2%+16.5pp | 72.6%+19.0pp | 80.8%+10.9pp |
| Annual return | 15.72% | 49.31%-33.6pp | 47.61%-31.9pp | 148.84%-133.1pp |
| Employer contribution / active EE | $2,514 | $3,131-19.7% | $2,920-13.9% | $4,248-40.8% |
| Participant deferral / active EE | $5,094 | $4,970+2.5% | $4,579+11.3% | $6,531-22.0% |
| Admin fee / account holder | $571 | $8,407-93.2% | $7,858-92.7% | $14,480-96.1% |