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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 | $68,401 | $115,225-40.6% | $100,712-32.1% | $138,895-50.8% |
| Participation rate | 76.2% | 74.3%+1.9pp | 69.3%+6.9pp | 79.9%-3.7pp |
| Annual return | 18.62% | 40.35%-21.7pp | 33.27%-14.6pp | 145.39%-126.8pp |
| Employer contribution / active EE | $2,858 | $2,771+3.2% | $2,313+23.6% | $4,194-31.8% |
| Participant deferral / active EE | $4,420 | $4,699-5.9% | $4,085+8.2% | $6,396-30.9% |
| Admin fee / account holder | $4,284 | $10,844-60.5% | $9,256-53.7% | $12,562-65.9% |