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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 | $50,258 | $123,000-59.1% | $105,582-52.4% | $198,609-74.7% |
| Participation rate | 85.0% | 76.8%+8.2pp | 71.8%+13.2pp | 82.4%+2.6pp |
| Annual return | 17.33% | 18.31%-1.0pp | 18.61%-1.3pp | 202.70%-185.4pp |
| Employer contribution / active EE | $2,158 | $3,582-39.7% | $2,984-27.7% | $5,055-57.3% |
| Participant deferral / active EE | $4,273 | $5,013-14.8% | $4,353-1.8% | $6,977-38.8% |
| Admin fee / account holder | $6,631 | $16,254-59.2% | $12,856-48.4% | $19,030-65.2% |