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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 | $56,235 | $59,440-5.4% | $78,004-27.9% | $82,637-31.9% |
| Participation rate | 92.1% | 62.8%+29.3pp | 69.4%+22.7pp | 68.1%+24.1pp |
| Annual return | 16.19% | 40.24%-24.0pp | 31.07%-14.9pp | 53.51%-37.3pp |
| Employer contribution / active EE | $2,340 | $1,750+33.7% | $2,469-5.2% | $2,552-8.3% |
| Participant deferral / active EE | $6,344 | $3,138+102.1% | $4,092+55.0% | $4,126+53.8% |
| Admin fee / account holder | $1,870 | $5,504-66.0% | $7,578-75.3% | $7,339-74.5% |