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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 | $68,714 | $98,776-30.4% | $149,745-54.1% | $79,856-14.0% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.5%+9.8pp | 69.6%+22.7pp |
| Annual return | 15.08% | 27.38%-12.3pp | 276.72%-261.6pp | 31.71%-16.6pp |
| Employer contribution / active EE | $2,683 | $3,217-16.6% | $4,646-42.2% | $2,471+8.6% |
| Participant deferral / active EE | $5,797 | $5,681+2.0% | $6,843-15.3% | $3,741+55.0% |
| Admin fee / account holder | $6,867 | $6,053+13.5% | $9,312-26.3% | $5,306+29.4% |