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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 | $56,990 | $87,037-34.5% | $106,201-46.3% | $80,874-29.5% |
| Participation rate | 87.5% | 70.4%+17.1pp | 75.3%+12.2pp | 67.6%+19.9pp |
| Annual return | 12.55% | 17.05%-4.5pp | 116.26%-103.7pp | 35.62%-23.1pp |
| Employer contribution / active EE | $4,722 | $2,396+97.1% | $3,170+49.0% | $2,756+71.4% |
| Participant deferral / active EE | $1,878 | $3,986-52.9% | $5,012-62.5% | $4,297-56.3% |
| Admin fee / account holder | $835 | $8,434-90.1% | $11,039-92.4% | $6,935-88.0% |