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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 | $124,924 | $32,037+289.9% | $69,182+80.6% | $62,881+98.7% |
| Participation rate | 96.8% | 43.4%+53.4pp | 55.1%+41.7pp | 69.3%+27.5pp |
| Annual return | 10.29% | 15.16%-4.9pp | -21.93%+32.2pp | 20.14%-9.9pp |
| Employer contribution / active EE | $3,517 | $679+417.8% | $1,206+191.6% | $2,281+54.2% |
| Participant deferral / active EE | $4,664 | $1,185+293.4% | $1,897+145.9% | $3,203+45.6% |
| Admin fee / account holder | $2,414 | $2,608-7.5% | $2,697-10.5% | $4,296-43.8% |