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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 | $56,731 | $76,407-25.8% | $150,298-62.3% | $82,448-31.2% |
| Participation rate | 93.0% | 66.4%+26.6pp | 77.8%+15.3pp | 68.1%+25.0pp |
| Annual return | 16.86% | 39.99%-23.1pp | 62.79%-45.9pp | 41.64%-24.8pp |
| Employer contribution / active EE | $1,928 | $2,614-26.3% | $4,154-53.6% | $2,551-24.4% |
| Participant deferral / active EE | $5,644 | $3,214+75.6% | $5,453+3.5% | $4,139+36.3% |
| Admin fee / account holder | $3,361 | $6,352-47.1% | $14,116-76.2% | $7,234-53.5% |