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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 | $49,315 | $94,031-47.6% | $115,768-57.4% | $82,448-40.2% |
| Participation rate | 76.7% | 70.4%+6.2pp | 74.4%+2.3pp | 68.1%+8.6pp |
| Annual return | 17.80% | 20.61%-2.8pp | 100.46%-82.7pp | 41.64%-23.8pp |
| Employer contribution / active EE | $2,574 | $2,323+10.8% | $2,940-12.4% | $2,551+0.9% |
| Participant deferral / active EE | $3,613 | $3,972-9.0% | $4,917-26.5% | $4,139-12.7% |
| Admin fee / account holder | $4,819 | $10,249-53.0% | $12,439-61.3% | $7,234-33.4% |