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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 | $101,884 | $76,407+33.3% | $150,298-32.2% | $82,448+23.6% |
| Participation rate | 92.3% | 66.4%+25.9pp | 77.8%+14.5pp | 68.1%+24.2pp |
| Annual return | 15.89% | 39.99%-24.1pp | 62.79%-46.9pp | 41.64%-25.8pp |
| Employer contribution / active EE | $2,614 | $2,6140% | $4,154-37.1% | $2,551+2.5% |
| Participant deferral / active EE | $4,042 | $3,214+25.8% | $5,453-25.9% | $4,139-2.3% |
| Admin fee / account holder | $5,584 | $6,352-12.1% | $14,116-60.4% | $7,234-22.8% |