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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 | $52,885 | $54,757-3.4% | $90,304-41.4% | $72,975-27.5% |
| Participation rate | 88.0% | 65.2%+22.8pp | 73.3%+14.7pp | 69.5%+18.5pp |
| Annual return | 36.07% | 30.63%+5.4pp | 78.13%-42.1pp | 81.01%-44.9pp |
| Employer contribution / active EE | $4,955 | $2,093+136.7% | $2,855+73.6% | $2,440+103.1% |
| Participant deferral / active EE | $2,043 | $2,887-29.2% | $3,885-47.4% | $3,608-43.4% |
| Admin fee / account holder | $1,538 | $3,973-61.3% | $5,354-71.3% | $5,124-70.0% |