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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 | $80,458 | $161,352-50.1% | $134,172-40.0% | $137,256-41.4% |
| Participation rate | 93.3% | 78.3%+15.0pp | 72.5%+20.9pp | 80.0%+13.4pp |
| Annual return | 30.73% | 28.72%+2.0pp | 25.30%+5.4pp | 220.34%-189.6pp |
| Employer contribution / active EE | $3,460 | $4,099-15.6% | $3,420+1.2% | $4,156-16.8% |
| Participant deferral / active EE | $8,799 | $5,552+58.5% | $4,690+87.6% | $6,407+37.3% |
| Admin fee / account holder | $2,662 | $15,028-82.3% | $12,016-77.8% | $12,270-78.3% |