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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 | $47,967 | $46,534+3.1% | $64,097-25.2% | $75,177-36.2% |
| Participation rate | 92.9% | 65.9%+26.9pp | 72.3%+20.5pp | 67.2%+25.7pp |
| Annual return | 12.21% | 26.07%-13.9pp | 33.75%-21.5pp | 160.75%-148.5pp |
| Employer contribution / active EE | $5,486 | $1,976+177.7% | $2,750+99.5% | $2,671+105.4% |
| Participant deferral / active EE | $4,152 | $2,835+46.5% | $3,881+7.0% | $4,126+0.6% |
| Admin fee / account holder | $799 | $2,957-73.0% | $3,070-74.0% | $5,651-85.9% |