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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 | $58,210 | $76,407-23.8% | $150,298-61.3% | $82,448-29.4% |
| Participation rate | 97.3% | 66.4%+30.9pp | 77.8%+19.5pp | 68.1%+29.2pp |
| Annual return | 15.50% | 39.99%-24.5pp | 62.79%-47.3pp | 41.64%-26.1pp |
| Employer contribution / active EE | $3,760 | $2,614+43.8% | $4,154-9.5% | $2,551+47.4% |
| Participant deferral / active EE | $4,812 | $3,214+49.7% | $5,453-11.7% | $4,139+16.3% |
| Admin fee / account holder | $4,987 | $6,352-21.5% | $14,116-64.7% | $7,234-31.1% |