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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 | $61,375 | $76,407-19.7% | $150,298-59.2% | $82,448-25.6% |
| Participation rate | 97.4% | 66.4%+31.0pp | 77.8%+19.7pp | 68.1%+29.4pp |
| Annual return | 21.82% | 39.99%-18.2pp | 62.79%-41.0pp | 41.64%-19.8pp |
| Employer contribution / active EE | $2,897 | $2,614+10.8% | $4,154-30.3% | $2,551+13.6% |
| Participant deferral / active EE | $4,600 | $3,214+43.1% | $5,453-15.6% | $4,139+11.1% |
| Admin fee / account holder | $1,147 | $6,352-81.9% | $14,116-91.9% | $7,234-84.1% |