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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 | $59,088 | $90,400-34.6% | $186,193-68.3% | $87,485-32.5% |
| Participation rate | 88.6% | 66.2%+22.4pp | 77.1%+11.5pp | 68.9%+19.7pp |
| Annual return | 14.57% | 22.15%-7.6pp | 78.03%-63.5pp | 26.06%-11.5pp |
| Employer contribution / active EE | $2,719 | $2,170+25.3% | $3,918-30.6% | $2,596+4.7% |
| Participant deferral / active EE | $2,675 | $4,330-38.2% | $6,513-58.9% | $4,274-37.4% |
| Admin fee / account holder | $7,535 | $8,673-13.1% | $11,058-31.9% | $7,775-3.1% |