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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 | $39,451 | $43,333-9.0% | $59,883-34.1% | $64,186-38.5% |
| Participation rate | 95.8% | 69.2%+26.6pp | 74.7%+21.1pp | 69.6%+26.2pp |
| Annual return | 18.49% | -1.55%+20.0pp | 3.46%+15.0pp | 7.63%+10.9pp |
| Employer contribution / active EE | $5,367 | $2,029+164.5% | $2,722+97.2% | $2,381+125.4% |
| Participant deferral / active EE | $5,592 | $2,547+119.6% | $3,402+64.4% | $3,470+61.2% |
| Admin fee / account holder | $7,338 | $3,006+144.1% | $3,591+104.4% | $4,888+50.1% |