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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 | $78,690-26.0% | $161,489-64.0% | $87,485-33.5% |
| Participation rate | 97.3% | 67.5%+29.8pp | 78.7%+18.6pp | 68.9%+28.4pp |
| Annual return | 15.50% | 32.74%-17.2pp | 89.72%-74.2pp | 26.06%-10.6pp |
| Employer contribution / active EE | $3,760 | $2,588+45.3% | $4,268-11.9% | $2,596+44.8% |
| Participant deferral / active EE | $4,812 | $3,311+45.3% | $5,630-14.5% | $4,274+12.6% |
| Admin fee / account holder | $4,987 | $6,724-25.8% | $16,006-68.8% | $7,775-35.9% |