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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 | $64,333 | $93,589-31.3% | $135,942-52.7% | $75,181-14.4% |
| Participation rate | 96.4% | 75.2%+21.2pp | 81.9%+14.5pp | 67.2%+29.2pp |
| Annual return | 16.03% | 30.90%-14.9pp | 68.28%-52.2pp | 160.69%-144.7pp |
| Employer contribution / active EE | $4,613 | $3,537+30.4% | $4,858-5.0% | $2,671+72.7% |
| Participant deferral / active EE | $9,758 | $6,405+52.3% | $7,759+25.8% | $4,126+136.5% |
| Admin fee / account holder | $7,637 | $6,977+9.5% | $10,764-29.1% | $5,650+35.2% |