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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 | $124,980-55.8% | $108,359-49.0% | $154,746-64.3% |
| Participation rate | 87.5% | 75.2%+12.3pp | 70.1%+17.4pp | 80.7%+6.8pp |
| Annual return | 18.56% | 45.00%-26.4pp | 36.89%-18.3pp | 172.34%-153.8pp |
| Employer contribution / active EE | $3,109 | $2,851+9.1% | $2,399+29.6% | $4,379-29.0% |
| Participant deferral / active EE | $5,068 | $4,743+6.9% | $4,137+22.5% | $6,730-24.7% |
| Admin fee / account holder | $3,984 | $11,502-65.4% | $9,741-59.1% | $14,365-72.3% |