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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 | $56,420 | $75,541-25.3% | $152,093-62.9% | $82,637-31.7% |
| Participation rate | 91.7% | 66.5%+25.1pp | 77.8%+13.9pp | 68.1%+23.6pp |
| Annual return | 18.51% | 32.56%-14.0pp | 66.36%-47.8pp | 53.51%-35.0pp |
| Employer contribution / active EE | $2,917 | $2,622+11.2% | $4,175-30.1% | $2,552+14.3% |
| Participant deferral / active EE | $6,175 | $3,206+92.6% | $5,451+13.3% | $4,126+49.7% |
| Admin fee / account holder | $2,057 | $6,405-67.9% | $14,497-85.8% | $7,339-72.0% |