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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 | $48,369 | $93,598-48.3% | $135,974-64.4% | $75,173-35.7% |
| Participation rate | 97.1% | 75.2%+21.9pp | 81.9%+15.1pp | 67.2%+29.9pp |
| Annual return | 19.27% | 30.89%-11.6pp | 68.30%-49.0pp | 160.72%-141.5pp |
| Employer contribution / active EE | $2,778 | $3,538-21.5% | $4,859-42.8% | $2,671+4.0% |
| Participant deferral / active EE | $8,934 | $6,405+39.5% | $7,760+15.1% | $4,126+116.5% |
| Admin fee / account holder | $11,472 | $6,978+64.4% | $10,767+6.6% | $5,651+103.0% |