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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 | $111,814-46.8% | $103,374-42.4% | $145,959-59.2% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 9.58% | 24.77%-15.2pp | 24.89%-15.3pp | 561.95%-552.4pp |
| Employer contribution / active EE | $2,046 | $4,214-51.4% | $3,869-47.1% | $4,661-56.1% |
| Participant deferral / active EE | $2,870 | $5,618-48.9% | $5,058-43.3% | $6,689-57.1% |
| Admin fee / account holder | $969 | $9,754-90.1% | $8,394-88.5% | $13,398-92.8% |