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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 | $87,878-43.9% | $97,411-49.4% | $82,637-40.3% |
| Participation rate | 82.5% | 75.6%+6.9pp | 80.4%+2.1pp | 68.1%+14.4pp |
| Annual return | 17.76% | 54.63%-36.9pp | 34.72%-17.0pp | 53.51%-35.7pp |
| Employer contribution / active EE | $2,036 | $3,800-46.4% | $4,210-51.6% | $2,552-20.2% |
| Participant deferral / active EE | $5,610 | $5,525+1.5% | $5,886-4.7% | $4,126+36.0% |
| Admin fee / account holder | $6,195 | $6,743-8.1% | $7,145-13.3% | $7,339-15.6% |