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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 | $55,418 | $101,798-45.6% | $165,071-66.4% | $80,935-31.5% |
| Participation rate | 98.0% | 71.8%+26.1pp | 78.6%+19.3pp | 67.7%+30.3pp |
| Annual return | 15.49% | 16.73%-1.2pp | 70.17%-54.7pp | 35.66%-20.2pp |
| Employer contribution / active EE | $2,816 | $2,954-4.7% | $4,347-35.2% | $2,757+2.2% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,299-100.0% |
| Admin fee / account holder | $5,123 | $8,221-37.7% | $12,695-59.6% | $6,924-26.0% |