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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 | $49,234 | $93,617-47.4% | $135,982-63.8% | $75,177-34.5% |
| Participation rate | 91.2% | 75.2%+16.0pp | 81.9%+9.3pp | 67.2%+24.0pp |
| Annual return | 16.49% | 30.89%-14.4pp | 68.32%-51.8pp | 160.75%-144.3pp |
| Employer contribution / active EE | $4,218 | $3,538+19.2% | $4,859-13.2% | $2,671+57.9% |
| Participant deferral / active EE | $2,575 | $6,406-59.8% | $7,760-66.8% | $4,126-37.6% |
| Admin fee / account holder | $5,226 | $6,980-25.1% | $10,767-51.5% | $5,651-7.5% |