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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 | $47,408 | $106,864-55.6% | $147,318-67.8% | $82,637-42.6% |
| Participation rate | 94.3% | 75.5%+18.8pp | 82.1%+12.2pp | 68.1%+26.2pp |
| Annual return | 16.03% | 27.49%-11.5pp | 70.43%-54.4pp | 53.51%-37.5pp |
| Employer contribution / active EE | $2,200 | $3,417-35.6% | $4,593-52.1% | $2,552-13.8% |
| Participant deferral / active EE | $3,005 | $6,496-53.7% | $7,906-62.0% | $4,126-27.2% |
| Admin fee / account holder | $3,185 | $8,415-62.1% | $13,708-76.8% | $7,339-56.6% |