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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 | $37,047 | $106,864-65.3% | $147,318-74.9% | $82,637-55.2% |
| Participation rate | 94.7% | 75.5%+19.2pp | 82.1%+12.7pp | 68.1%+26.7pp |
| Annual return | 15.92% | 27.49%-11.6pp | 70.43%-54.5pp | 53.51%-37.6pp |
| Employer contribution / active EE | $2,630 | $3,417-23.0% | $4,593-42.7% | $2,552+3.1% |
| Participant deferral / active EE | $4,754 | $6,496-26.8% | $7,906-39.9% | $4,126+15.2% |
| Admin fee / account holder | $6,688 | $8,415-20.5% | $13,708-51.2% | $7,339-8.9% |