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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 | $44,553 | $77,814-42.7% | $158,223-71.8% | $86,983-48.8% |
| Participation rate | 89.7% | 68.4%+21.2pp | 79.2%+10.5pp | 69.5%+20.1pp |
| Annual return | 17.05% | 30.54%-13.5pp | 52.09%-35.0pp | 25.83%-8.8pp |
| Employer contribution / active EE | $2,021 | $2,592-22.0% | $4,109-50.8% | $2,584-21.8% |
| Participant deferral / active EE | $5,034 | $3,270+54.0% | $5,467-7.9% | $4,194+20.0% |
| Admin fee / account holder | $3,392 | $5,879-42.3% | $16,047-78.9% | $7,856-56.8% |