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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 | $39,336 | $45,082-12.7% | $69,464-43.4% | $72,975-46.1% |
| Participation rate | 97.2% | 68.5%+28.7pp | 74.6%+22.6pp | 69.5%+27.7pp |
| Annual return | 16.86% | 22.66%-5.8pp | 28.98%-12.1pp | 81.01%-64.1pp |
| Employer contribution / active EE | $6,917 | $2,055+236.5% | $2,779+148.9% | $2,440+183.5% |
| Participant deferral / active EE | $5,576 | $2,604+114.2% | $3,536+57.7% | $3,608+54.6% |
| Admin fee / account holder | $15,919 | $3,057+420.8% | $3,840+314.5% | $5,124+210.7% |