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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 | $59,043 | $100,784-41.4% | $191,597-69.2% | $82,637-28.6% |
| Participation rate | 96.0% | 70.5%+25.5pp | 76.9%+19.1pp | 68.1%+27.9pp |
| Annual return | 16.76% | 18.13%-1.4pp | 27.07%-10.3pp | 53.51%-36.7pp |
| Employer contribution / active EE | $2,482 | $3,102-20.0% | $5,025-50.6% | $2,552-2.8% |
| Participant deferral / active EE | $5,510 | $4,937+11.6% | $6,850-19.6% | $4,126+33.5% |
| Admin fee / account holder | $6,158 | $10,062-38.8% | $22,799-73.0% | $7,339-16.1% |