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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 | $77,814-25.2% | $158,223-63.2% | $86,983-33.1% |
| Participation rate | 97.3% | 68.4%+28.9pp | 79.2%+18.1pp | 69.5%+27.8pp |
| Annual return | 15.50% | 30.54%-15.0pp | 52.09%-36.6pp | 25.83%-10.3pp |
| Employer contribution / active EE | $3,760 | $2,592+45.1% | $4,109-8.5% | $2,584+45.5% |
| Participant deferral / active EE | $4,812 | $3,270+47.2% | $5,467-12.0% | $4,194+14.7% |
| Admin fee / account holder | $4,987 | $5,879-15.2% | $16,047-68.9% | $7,856-36.5% |