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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 | $41,361 | $90,486-54.3% | $78,676-47.4% | $273,972-84.9% |
| Participation rate | 95.5% | 76.5%+18.9pp | 73.6%+21.9pp | 83.0%+12.4pp |
| Annual return | 6.72% | 75.62%-68.9pp | 62.19%-55.5pp | 41.46%-34.7pp |
| Employer contribution / active EE | $3,474 | $3,175+9.4% | $2,850+21.9% | $4,869-28.6% |
| Participant deferral / active EE | $2,728 | $3,901-30.1% | $3,517-22.4% | $5,287-48.4% |
| Admin fee / account holder | $2,297 | $5,263-56.4% | $4,510-49.1% | $10,133-77.3% |