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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 | $55,300 | $117,846-53.1% | $102,434-46.0% | $145,884-62.1% |
| Participation rate | 86.7% | 78.6%+8.0pp | 76.5%+10.2pp | 80.3%+6.4pp |
| Annual return | 13.48% | 31.90%-18.4pp | 29.46%-16.0pp | 551.85%-538.4pp |
| Employer contribution / active EE | $1,035 | $3,615-71.4% | $3,023-65.8% | $4,662-77.8% |
| Participant deferral / active EE | $2,690 | $5,733-53.1% | $5,055-46.8% | $6,690-59.8% |
| Admin fee / account holder | $7,748 | $13,356-42.0% | $9,462-18.1% | $13,392-42.1% |