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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 | $56,022 | $211,288-73.5% | $178,540-68.6% | $145,884-61.6% |
| Participation rate | 83.3% | 80.8%+2.5pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 10.26% | 30.27%-20.0pp | 27.15%-16.9pp | 551.85%-541.6pp |
| Employer contribution / active EE | $1,742 | $4,574-61.9% | $3,953-55.9% | $4,662-62.6% |
| Participant deferral / active EE | $4,230 | $6,967-39.3% | $6,281-32.6% | $6,690-36.8% |
| Admin fee / account holder | $3,420 | $12,105-71.7% | $10,424-67.2% | $13,392-74.5% |