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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 | $78,690-27.9% | $161,489-64.9% | $87,485-35.2% |
| Participation rate | 93.0% | 67.5%+25.6pp | 78.7%+14.3pp | 68.9%+24.1pp |
| Annual return | 16.86% | 32.74%-15.9pp | 89.72%-72.9pp | 26.06%-9.2pp |
| Employer contribution / active EE | $1,928 | $2,588-25.5% | $4,268-54.8% | $2,596-25.7% |
| Participant deferral / active EE | $5,644 | $3,311+70.5% | $5,630+0.2% | $4,274+32.1% |
| Admin fee / account holder | $3,361 | $6,724-50.0% | $16,006-79.0% | $7,775-56.8% |