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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 | $59,503 | $110,379-46.1% | $102,412-41.9% | $145,884-59.2% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 9.58% | 24.84%-15.3pp | 24.94%-15.4pp | 551.85%-542.3pp |
| Employer contribution / active EE | $2,046 | $4,216-51.5% | $3,870-47.1% | $4,662-56.1% |
| Participant deferral / active EE | $2,870 | $5,622-49.0% | $5,060-43.3% | $6,690-57.1% |
| Admin fee / account holder | $969 | $9,745-90.1% | $8,388-88.4% | $13,392-92.8% |