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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 | $55,331 | $97,550-43.3% | $120,344-54.0% | $87,485-36.8% |
| Participation rate | 98.6% | 72.8%+25.8pp | 76.7%+21.9pp | 68.9%+29.7pp |
| Annual return | 14.60% | 18.41%-3.8pp | 20.30%-5.7pp | 26.06%-11.5pp |
| Employer contribution / active EE | $6,744 | $2,291+194.4% | $3,020+123.3% | $2,596+159.8% |
| Participant deferral / active EE | $2,898 | $4,230-31.5% | $5,135-43.6% | $4,274-32.2% |
| Admin fee / account holder | $3,786 | $9,543-60.3% | $12,742-70.3% | $7,775-51.3% |