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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 | $77,814-27.5% | $158,223-64.3% | $86,983-35.1% |
| Participation rate | 91.7% | 68.4%+23.3pp | 79.2%+12.5pp | 69.5%+22.1pp |
| Annual return | 18.51% | 30.54%-12.0pp | 52.09%-33.6pp | 25.83%-7.3pp |
| Employer contribution / active EE | $2,917 | $2,592+12.5% | $4,109-29.0% | $2,584+12.9% |
| Participant deferral / active EE | $6,175 | $3,270+88.9% | $5,467+13.0% | $4,194+47.2% |
| Admin fee / account holder | $2,057 | $5,879-65.0% | $16,047-87.2% | $7,856-73.8% |