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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 | $80,235 | $213,785-62.5% | $185,441-56.7% | $155,188-48.3% |
| Participation rate | 95.0% | 83.2%+11.8pp | 80.3%+14.7pp | 80.8%+14.2pp |
| Annual return | 13.40% | 19.97%-6.6pp | 20.16%-6.8pp | 148.84%-135.4pp |
| Employer contribution / active EE | $2,751 | $5,393-49.0% | $4,672-41.1% | $4,248-35.2% |
| Participant deferral / active EE | $2,287 | $6,864-66.7% | $6,152-62.8% | $6,531-65.0% |
| Admin fee / account holder | $5,982 | $21,134-71.7% | $17,890-66.6% | $14,480-58.7% |