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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 | $49,502 | $77,416-36.1% | $69,464-28.7% | $152,897-67.6% |
| Participation rate | 85.7% | 78.1%+7.6pp | 74.6%+11.1pp | 82.5%+3.3pp |
| Annual return | 28.39% | 39.08%-10.7pp | 28.98%-0.6pp | 345.43%-317.0pp |
| Employer contribution / active EE | $3,330 | $3,315+0.5% | $2,779+19.8% | $4,764-30.1% |
| Participant deferral / active EE | $5,410 | $4,413+22.6% | $3,536+53.0% | $5,851-7.5% |
| Admin fee / account holder | $407 | $6,208-93.4% | $3,840-89.4% | $11,599-96.5% |