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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 | $15,633 | $114,013-86.3% | $103,693-84.9% | $155,188-89.9% |
| Participation rate | 92.9% | 75.2%+17.7pp | 72.6%+20.2pp | 80.8%+12.1pp |
| Annual return | 18.21% | 49.31%-31.1pp | 47.61%-29.4pp | 148.84%-130.6pp |
| Employer contribution / active EE | $2,892 | $3,131-7.6% | $2,920-1.0% | $4,248-31.9% |
| Participant deferral / active EE | $5,432 | $4,970+9.3% | $4,579+18.6% | $6,531-16.8% |
| Admin fee / account holder | $1,940 | $8,407-76.9% | $7,858-75.3% | $14,480-86.6% |