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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 | $43,928 | $80,992-45.8% | $96,534-54.5% | $75,173-41.6% |
| Participation rate | 94.7% | 71.8%+22.9pp | 76.0%+18.8pp | 67.2%+27.5pp |
| Annual return | 18.71% | 27.05%-8.3pp | 25.88%-7.2pp | 160.72%-142.0pp |
| Employer contribution / active EE | $3,052 | $2,283+33.7% | $2,965+2.9% | $2,671+14.3% |
| Participant deferral / active EE | $5,242 | $3,929+33.4% | $4,851+8.1% | $4,126+27.0% |
| Admin fee / account holder | $2,581 | $6,717-61.6% | $8,253-68.7% | $5,651-54.3% |