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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 | $56,597 | $99,875-43.3% | $146,866-61.5% | $86,983-34.9% |
| Participation rate | 73.1% | 75.8%-2.7pp | 82.5%-9.4pp | 69.5%+3.5pp |
| Annual return | 28.76% | 28.10%+0.7pp | 102.85%-74.1pp | 25.83%+2.9pp |
| Employer contribution / active EE | $2,608 | $3,224-19.1% | $4,425-41.0% | $2,584+0.9% |
| Participant deferral / active EE | $5,537 | $6,322-12.4% | $7,759-28.6% | $4,194+32.0% |
| Admin fee / account holder | $4,186 | $7,838-46.6% | $13,620-69.3% | $7,856-46.7% |