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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 | $52,001 | $77,814-33.2% | $158,223-67.1% | $86,983-40.2% |
| Participation rate | 96.9% | 68.4%+28.5pp | 79.2%+17.7pp | 69.5%+27.3pp |
| Annual return | 13.94% | 30.54%-16.6pp | 52.09%-38.1pp | 25.83%-11.9pp |
| Employer contribution / active EE | $2,268 | $2,592-12.5% | $4,109-44.8% | $2,584-12.2% |
| Participant deferral / active EE | $2,971 | $3,270-9.1% | $5,467-45.6% | $4,194-29.1% |
| Admin fee / account holder | $3,450 | $5,879-41.3% | $16,047-78.5% | $7,856-56.1% |