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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 | $38,469 | $124,425-69.1% | $112,040-65.7% | $137,256-72.0% |
| Participation rate | 90.5% | 79.3%+11.2pp | 76.5%+14.0pp | 80.0%+10.5pp |
| Annual return | 18.68% | 24.72%-6.0pp | 24.52%-5.8pp | 220.34%-201.7pp |
| Employer contribution / active EE | $2,363 | $3,411-30.7% | $2,954-20.0% | $4,156-43.1% |
| Participant deferral / active EE | $4,890 | $5,718-14.5% | $5,098-4.1% | $6,407-23.7% |
| Admin fee / account holder | $2,994 | $15,207-80.3% | $12,098-75.3% | $12,270-75.6% |