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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 | $48,856 | $102,828-52.5% | $105,387-53.6% | $152,909-68.0% |
| Participation rate | 95.8% | 83.8%+12.1pp | 82.6%+13.3pp | 82.5%+13.4pp |
| Annual return | 30.11% | 20.85%+9.3pp | 26.82%+3.3pp | 345.46%-315.4pp |
| Employer contribution / active EE | $2,852 | $4,473-36.2% | $4,213-32.3% | $4,764-40.1% |
| Participant deferral / active EE | $5,347 | $5,465-2.2% | $5,502-2.8% | $5,851-8.6% |
| Admin fee / account holder | $6,410 | $8,683-26.2% | $6,559-2.3% | $11,601-44.7% |