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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 | $95,453-42.0% | $112,040-50.6% | $82,448-32.9% |
| Participation rate | 98.6% | 72.8%+25.9pp | 76.5%+22.2pp | 68.1%+30.6pp |
| Annual return | 14.60% | 23.92%-9.3pp | 24.52%-9.9pp | 41.64%-27.0pp |
| Employer contribution / active EE | $6,744 | $2,318+191.0% | $2,954+128.3% | $2,551+164.4% |
| Participant deferral / active EE | $2,898 | $4,224-31.4% | $5,098-43.2% | $4,139-30.0% |
| Admin fee / account holder | $3,786 | $9,013-58.0% | $12,098-68.7% | $7,234-47.7% |