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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 | $49,299 | $90,674-45.6% | $96,707-49.0% | $82,448-40.2% |
| Participation rate | 82.5% | 75.9%+6.6pp | 80.4%+2.1pp | 68.1%+14.4pp |
| Annual return | 17.76% | 49.05%-31.3pp | 34.78%-17.0pp | 41.64%-23.9pp |
| Employer contribution / active EE | $2,036 | $3,975-48.8% | $4,191-51.4% | $2,551-20.2% |
| Participant deferral / active EE | $5,610 | $5,696-1.5% | $5,997-6.4% | $4,139+35.5% |
| Admin fee / account holder | $6,195 | $7,568-18.1% | $7,503-17.4% | $7,234-14.4% |