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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 | $54,026 | $55,930-3.4% | $76,089-29.0% | $80,925-33.2% |
| Participation rate | 92.7% | 62.1%+30.7pp | 69.1%+23.6pp | 67.7%+25.1pp |
| Annual return | 18.14% | 20.58%-2.4pp | 360.94%-342.8pp | 35.65%-17.5pp |
| Employer contribution / active EE | $2,204 | $1,866+18.1% | $2,690-18.1% | $2,756-20.0% |
| Participant deferral / active EE | $3,544 | $3,051+16.2% | $4,259-16.8% | $4,299-17.5% |
| Admin fee / account holder | $3,405 | $5,241-35.0% | $6,418-46.9% | $6,940-50.9% |