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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 | $94,436-47.8% | $115,599-57.3% | $82,637-40.3% |
| Participation rate | 76.7% | 70.4%+6.2pp | 74.3%+2.4pp | 68.1%+8.6pp |
| Annual return | 17.80% | 18.37%-0.6pp | 111.10%-93.3pp | 53.51%-35.7pp |
| Employer contribution / active EE | $2,574 | $2,324+10.8% | $2,955-12.9% | $2,552+0.9% |
| Participant deferral / active EE | $3,613 | $3,955-8.6% | $4,889-26.1% | $4,126-12.4% |
| Admin fee / account holder | $4,819 | $10,328-53.3% | $12,841-62.5% | $7,339-34.3% |