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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 | $64,921 | $81,331-20.2% | $155,534-58.3% | $80,935-19.8% |
| Participation rate | 93.5% | 66.3%+27.2pp | 78.2%+15.3pp | 67.7%+25.8pp |
| Annual return | 15.35% | 33.37%-18.0pp | 64.92%-49.6pp | 35.66%-20.3pp |
| Employer contribution / active EE | $2,314 | $3,105-25.5% | $4,675-50.5% | $2,757-16.0% |
| Participant deferral / active EE | $2,568 | $3,454-25.6% | $5,630-54.4% | $4,299-40.3% |
| Admin fee / account holder | $4,501 | $7,999-43.7% | $15,900-71.7% | $6,924-35.0% |