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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 | $96,149 | $88,672+8.4% | $105,223-8.6% | $82,448+16.6% |
| Participation rate | 88.5% | 67.9%+20.5pp | 75.0%+13.4pp | 68.1%+20.4pp |
| Annual return | 19.00% | 30.86%-11.9pp | 180.65%-161.6pp | 41.64%-22.6pp |
| Employer contribution / active EE | $2,276 | $3,048-25.3% | $3,689-38.3% | $2,551-10.8% |
| Participant deferral / active EE | $4,322 | $4,036+7.1% | $5,072-14.8% | $4,139+4.4% |
| Admin fee / account holder | $4,185 | $7,146-41.4% | $8,859-52.8% | $7,234-42.1% |