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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 | $46,663 | $50,554-7.7% | $67,681-31.1% | $87,485-46.7% |
| Participation rate | 70.6% | 67.7%+2.9pp | 73.7%-3.1pp | 68.9%+1.7pp |
| Annual return | 15.73% | 17.81%-2.1pp | 590.58%-574.9pp | 26.06%-10.3pp |
| Employer contribution / active EE | $2,287 | $1,988+15.0% | $2,678-14.6% | $2,596-11.9% |
| Participant deferral / active EE | $4,008 | $2,961+35.3% | $3,976+0.8% | $4,274-6.2% |
| Admin fee / account holder | $6,874 | $4,132+66.3% | $6,100+12.7% | $7,775-11.6% |