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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 | $50,150 | $67,602-25.8% | $82,312-39.1% | $70,126-28.5% |
| Participation rate | 92.6% | 72.8%+19.8pp | 76.9%+15.7pp | 69.5%+23.1pp |
| Annual return | 15.87% | 21.57%-5.7pp | 25.88%-10.0pp | 73.15%-57.3pp |
| Employer contribution / active EE | $5,778 | $1,755+229.2% | $2,428+137.9% | $2,343+146.6% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,580 | $4,512+1.5% | $5,608-18.3% | $4,645-1.4% |