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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 | $53,931 | $167,415-67.8% | $140,514-61.6% | $198,609-72.8% |
| Participation rate | 87.5% | 80.9%+6.6pp | 77.8%+9.7pp | 82.4%+5.1pp |
| Annual return | 5.68% | 13.85%-8.2pp | 14.36%-8.7pp | 202.70%-197.0pp |
| Employer contribution / active EE | $3,752 | $4,088-8.2% | $3,378+11.0% | $5,055-25.8% |
| Participant deferral / active EE | $13,352 | $5,579+139.3% | $4,919+171.5% | $6,977+91.4% |
| Admin fee / account holder | $12,741 | $16,730-23.8% | $13,697-7.0% | $19,030-33.0% |