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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 | $50,189 | $88,996-43.6% | $78,004-35.7% | $138,895-63.9% |
| Participation rate | 80.0% | 74.4%+5.6pp | 69.4%+10.6pp | 79.9%+0.1pp |
| Annual return | 21.82% | 28.03%-6.2pp | 31.07%-9.3pp | 145.39%-123.6pp |
| Employer contribution / active EE | $2,063 | $2,917-29.3% | $2,469-16.4% | $4,194-50.8% |
| Participant deferral / active EE | $9,599 | $4,724+103.2% | $4,092+134.6% | $6,396+50.1% |
| Admin fee / account holder | $2,003 | $8,807-77.3% | $7,578-73.6% | $12,562-84.1% |