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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 | $32,018 | $49,239-35.0% | $70,462-54.6% | $79,858-59.9% |
| Participation rate | 88.6% | 69.2%+19.5pp | 75.1%+13.6pp | 69.6%+19.0pp |
| Annual return | 16.39% | 30.08%-13.7pp | 109.08%-92.7pp | 31.72%-15.3pp |
| Employer contribution / active EE | $2,935 | $2,100+39.8% | $2,737+7.2% | $2,471+18.8% |
| Participant deferral / active EE | $3,725 | $2,769+34.5% | $3,710+0.4% | $3,740-0.4% |
| Admin fee / account holder | $4,085 | $2,876+42.0% | $3,845+6.2% | $5,306-23.0% |