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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 | $54,860 | $88,672-38.1% | $105,223-47.9% | $82,448-33.5% |
| Participation rate | 79.7% | 67.9%+11.8pp | 75.0%+4.7pp | 68.1%+11.7pp |
| Annual return | 15.73% | 30.86%-15.1pp | 180.65%-164.9pp | 41.64%-25.9pp |
| Employer contribution / active EE | $3,596 | $3,048+18.0% | $3,689-2.5% | $2,551+41.0% |
| Participant deferral / active EE | $4,185 | $4,036+3.7% | $5,072-17.5% | $4,139+1.1% |
| Admin fee / account holder | $2,009 | $7,146-71.9% | $8,859-77.3% | $7,234-72.2% |