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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 | $40,428 | $93,617-56.8% | $135,982-70.3% | $75,177-46.2% |
| Participation rate | 93.7% | 75.2%+18.5pp | 81.9%+11.7pp | 67.2%+26.5pp |
| Annual return | 22.38% | 30.89%-8.5pp | 68.32%-45.9pp | 160.75%-138.4pp |
| Employer contribution / active EE | $2,920 | $3,538-17.5% | $4,859-39.9% | $2,671+9.3% |
| Participant deferral / active EE | $7,119 | $6,406+11.1% | $7,760-8.3% | $4,126+72.5% |
| Admin fee / account holder | $358 | $6,980-94.9% | $10,767-96.7% | $5,651-93.7% |