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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 | $63,593 | $77,523-18.0% | $100,383-36.6% | $80,874-21.4% |
| Participation rate | 98.8% | 77.0%+21.8pp | 81.5%+17.3pp | 67.6%+31.1pp |
| Annual return | 13.27% | 37.21%-23.9pp | 49.26%-36.0pp | 35.62%-22.4pp |
| Employer contribution / active EE | $935 | $2,801-66.6% | $3,944-76.3% | $2,756-66.1% |
| Participant deferral / active EE | $5,413 | $6,822-20.7% | $8,086-33.1% | $4,297+26.0% |
| Admin fee / account holder | $2,024 | $5,899-65.7% | $7,900-74.4% | $6,935-70.8% |