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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 | $26,896 | $77,814-65.4% | $158,223-83.0% | $86,983-69.1% |
| Participation rate | 92.9% | 68.4%+24.5pp | 79.2%+13.7pp | 69.5%+23.4pp |
| Annual return | 14.94% | 30.54%-15.6pp | 52.09%-37.2pp | 25.83%-10.9pp |
| Employer contribution / active EE | $2,851 | $2,592+10.0% | $4,109-30.6% | $2,584+10.3% |
| Participant deferral / active EE | $4,379 | $3,270+33.9% | $5,467-19.9% | $4,194+4.4% |
| Admin fee / account holder | $3,921 | $5,879-33.3% | $16,047-75.6% | $7,856-50.1% |