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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 | $96,970 | $124,425-22.1% | $112,040-13.5% | $137,256-29.4% |
| Participation rate | 95.2% | 79.3%+15.9pp | 76.5%+18.7pp | 80.0%+15.3pp |
| Annual return | 16.09% | 24.72%-8.6pp | 24.52%-8.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $2,722 | $3,411-20.2% | $2,954-7.8% | $4,156-34.5% |
| Participant deferral / active EE | $5,737 | $5,718+0.3% | $5,098+12.5% | $6,407-10.5% |
| Admin fee / account holder | $3,585 | $15,207-76.4% | $12,098-70.4% | $12,270-70.8% |