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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 | $123,155-33.2% | $108,753-24.3% | $155,188-47.0% |
| Participation rate | 94.4% | 75.6%+18.8pp | 71.1%+23.4pp | 80.8%+13.6pp |
| Annual return | 14.13% | 44.73%-30.6pp | 37.47%-23.3pp | 148.84%-134.7pp |
| Employer contribution / active EE | $2,179 | $2,811-22.5% | $2,427-10.2% | $4,248-48.7% |
| Participant deferral / active EE | $4,742 | $4,623+2.6% | $4,115+15.2% | $6,531-27.4% |
| Admin fee / account holder | $4,578 | $12,126-62.2% | $10,320-55.6% | $14,480-68.4% |