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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 | $55,273 | $112,729-51.0% | $98,716-44.0% | $137,256-59.7% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.3%+18.2pp | 80.0%+7.5pp |
| Annual return | 18.56% | 38.48%-19.9pp | 31.81%-13.3pp | 220.34%-201.8pp |
| Employer contribution / active EE | $3,109 | $2,725+14.1% | $2,279+36.5% | $4,156-25.2% |
| Participant deferral / active EE | $5,068 | $4,640+9.2% | $4,048+25.2% | $6,407-20.9% |
| Admin fee / account holder | $3,984 | $10,129-60.7% | $8,703-54.2% | $12,270-67.5% |