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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 | $84,952 | $67,411+26.0% | $91,004-6.7% | $70,126+21.1% |
| Participation rate | 93.3% | 71.4%+22.0pp | 75.6%+17.7pp | 69.5%+23.8pp |
| Annual return | 15.39% | -40.16%+55.5pp | 4.60%+10.8pp | 73.15%-57.8pp |
| Employer contribution / active EE | $438 | $1,786-75.5% | $2,456-82.2% | $2,343-81.3% |
| Participant deferral / active EE | $5,037 | $2,823+78.5% | $3,548+42.0% | $3,332+51.2% |
| Admin fee / account holder | $4,101 | $4,236-3.2% | $5,417-24.3% | $4,645-11.7% |