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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 | $82,289 | $124,980-34.2% | $108,359-24.1% | $154,746-46.8% |
| Participation rate | 94.4% | 75.2%+19.3pp | 70.1%+24.3pp | 80.7%+13.7pp |
| Annual return | 14.13% | 45.00%-30.9pp | 36.89%-22.8pp | 172.34%-158.2pp |
| Employer contribution / active EE | $2,179 | $2,851-23.6% | $2,399-9.2% | $4,379-50.2% |
| Participant deferral / active EE | $4,742 | $4,7430% | $4,137+14.6% | $6,730-29.5% |
| Admin fee / account holder | $4,578 | $11,502-60.2% | $9,741-53.0% | $14,365-68.1% |