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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 | $30,040 | $91,198-67.1% | $178,503-83.2% | $79,856-62.4% |
| Participation rate | 95.8% | 69.2%+26.6pp | 81.9%+13.9pp | 69.6%+26.1pp |
| Annual return | 30.03% | 24.20%+5.8pp | 151.12%-121.1pp | 31.71%-1.7pp |
| Employer contribution / active EE | $2,361 | $3,257-27.5% | $5,011-52.9% | $2,471-4.5% |
| Participant deferral / active EE | $3,317 | $3,237+2.5% | $5,202-36.2% | $3,741-11.3% |
| Admin fee / account holder | $1,989 | $6,748-70.5% | $13,987-85.8% | $5,306-62.5% |