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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 | $36,611 | $61,166-40.1% | $185,837-80.3% | $79,393-53.9% |
| Participation rate | 90.1% | 66.6%+23.5pp | 81.7%+8.4pp | 70.7%+19.4pp |
| Annual return | 17.00% | 19.45%-2.4pp | 122.08%-105.1pp | 116.87%-99.9pp |
| Employer contribution / active EE | $2,413 | $2,321+4.0% | $5,168-53.3% | $2,428-0.6% |
| Participant deferral / active EE | $3,647 | $2,789+30.8% | $5,568-34.5% | $4,046-9.9% |
| Admin fee / account holder | $2,667 | $710+275.8% | $16,241-83.6% | $627+325.7% |