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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 | $51,584 | $162,821-68.3% | $133,978-61.5% | $158,982-67.6% |
| Participation rate | 79.2% | 83.2%-4.1pp | 79.8%-0.7pp | 82.0%-2.8pp |
| Annual return | 7.74% | 41.95%-34.2pp | 45.10%-37.4pp | 302.99%-295.2pp |
| Employer contribution / active EE | $2,464 | $4,976-50.5% | $3,919-37.1% | $4,763-48.3% |
| Participant deferral / active EE | $5,477 | $5,910-7.3% | $5,047+8.5% | $5,983-8.5% |
| Admin fee / account holder | $1,463 | $11,742-87.5% | $8,930-83.6% | $11,252-87.0% |