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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 | $43,849 | $52,580-16.6% | $71,671-38.8% | $70,126-37.5% |
| Participation rate | 98.3% | 60.9%+37.4pp | 68.7%+29.6pp | 69.5%+28.8pp |
| Annual return | 15.82% | 20.25%-4.4pp | 20.65%-4.8pp | 73.15%-57.3pp |
| Employer contribution / active EE | $3,236 | $1,616+100.3% | $2,460+31.5% | $2,343+38.1% |
| Participant deferral / active EE | $5,408 | $2,386+126.7% | $3,438+57.3% | $3,332+62.3% |
| Admin fee / account holder | $6,712 | $3,653+83.8% | $5,558+20.8% | $4,645+44.5% |