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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 | $31,902 | $106,524-70.1% | $152,301-79.1% | $87,485-63.5% |
| Participation rate | 83.7% | 75.8%+8.0pp | 82.4%+1.3pp | 68.9%+14.8pp |
| Annual return | 14.97% | 26.89%-11.9pp | 80.50%-65.5pp | 26.06%-11.1pp |
| Employer contribution / active EE | $2,369 | $3,371-29.7% | $4,624-48.8% | $2,596-8.8% |
| Participant deferral / active EE | $4,638 | $6,525-28.9% | $8,004-42.1% | $4,274+8.5% |
| Admin fee / account holder | $5,886 | $8,287-29.0% | $14,398-59.1% | $7,775-24.3% |