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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 | $27,187 | $106,749-74.5% | $145,433-81.3% | $82,448-67.0% |
| Participation rate | 96.3% | 75.6%+20.6pp | 82.1%+14.2pp | 68.1%+28.2pp |
| Annual return | 20.89% | 27.59%-6.7pp | 66.58%-45.7pp | 41.64%-20.8pp |
| Employer contribution / active EE | $2,912 | $3,444-15.5% | $4,554-36.1% | $2,551+14.2% |
| Participant deferral / active EE | $5,829 | $6,519-10.6% | $7,897-26.2% | $4,139+40.8% |
| Admin fee / account holder | $3,547 | $8,390-57.7% | $13,129-73.0% | $7,234-51.0% |