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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 | $54,156 | $114,013-52.5% | $103,693-47.8% | $155,188-65.1% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 80.8%+6.7pp |
| Annual return | 19.24% | 49.31%-30.1pp | 47.61%-28.4pp | 148.84%-129.6pp |
| Employer contribution / active EE | $2,996 | $3,131-4.3% | $2,920+2.6% | $4,248-29.5% |
| Participant deferral / active EE | $6,696 | $4,970+34.7% | $4,579+46.2% | $6,531+2.5% |
| Admin fee / account holder | $1,037 | $8,407-87.7% | $7,858-86.8% | $14,480-92.8% |