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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 | $71,121 | $87,166-18.4% | $76,735-7.3% | $137,256-48.2% |
| Participation rate | 88.9% | 74.4%+14.5pp | 69.5%+19.4pp | 80.0%+8.9pp |
| Annual return | 19.41% | 26.50%-7.1pp | 29.77%-10.4pp | 220.34%-200.9pp |
| Employer contribution / active EE | $2,265 | $2,904-22.0% | $2,454-7.7% | $4,156-45.5% |
| Participant deferral / active EE | $4,142 | $4,726-12.4% | $4,088+1.3% | $6,407-35.4% |
| Admin fee / account holder | $1,640 | $8,403-80.5% | $7,189-77.2% | $12,270-86.6% |