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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 | $62,147 | $78,690-21.0% | $161,489-61.5% | $87,485-29.0% |
| Participation rate | 94.7% | 67.5%+27.3pp | 78.7%+16.0pp | 68.9%+25.8pp |
| Annual return | 23.95% | 32.74%-8.8pp | 89.72%-65.8pp | 26.06%-2.1pp |
| Employer contribution / active EE | $2,595 | $2,588+0.3% | $4,268-39.2% | $2,5960% |
| Participant deferral / active EE | $5,213 | $3,311+57.5% | $5,630-7.4% | $4,274+22.0% |
| Admin fee / account holder | $1,310 | $6,724-80.5% | $16,006-91.8% | $7,775-83.2% |