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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 | $123,155-44.5% | $108,753-37.1% | $155,188-55.9% |
| Participation rate | 76.2% | 75.6%+0.6pp | 71.1%+5.1pp | 80.8%-4.6pp |
| Annual return | 18.62% | 44.73%-26.1pp | 37.47%-18.8pp | 148.84%-130.2pp |
| Employer contribution / active EE | $2,858 | $2,811+1.7% | $2,427+17.8% | $4,248-32.7% |
| Participant deferral / active EE | $4,420 | $4,623-4.4% | $4,115+7.4% | $6,531-32.3% |
| Admin fee / account holder | $4,284 | $12,126-64.7% | $10,320-58.5% | $14,480-70.4% |