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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 | $75,541-17.7% | $152,093-59.1% | $82,637-24.8% |
| Participation rate | 94.7% | 66.5%+28.2pp | 77.8%+17.0pp | 68.1%+26.7pp |
| Annual return | 23.95% | 32.56%-8.6pp | 66.36%-42.4pp | 53.51%-29.6pp |
| Employer contribution / active EE | $2,595 | $2,622-1.0% | $4,175-37.8% | $2,552+1.7% |
| Participant deferral / active EE | $5,213 | $3,206+62.6% | $5,451-4.4% | $4,126+26.4% |
| Admin fee / account holder | $1,310 | $6,405-79.5% | $14,497-91.0% | $7,339-82.2% |