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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 | $51,915 | $96,731-46.3% | $123,973-58.1% | $86,983-40.3% |
| Participation rate | 96.4% | 70.0%+26.4pp | 76.7%+19.8pp | 69.5%+26.9pp |
| Annual return | 18.27% | 17.33%+0.9pp | 388.13%-369.9pp | 25.83%-7.6pp |
| Employer contribution / active EE | $1,951 | $3,297-40.8% | $4,126-52.7% | $2,584-24.5% |
| Participant deferral / active EE | $4,560 | $4,152+9.8% | $5,247-13.1% | $4,194+8.7% |
| Admin fee / account holder | $4,542 | $8,722-47.9% | $11,799-61.5% | $7,856-42.2% |