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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 | $51,172 | $95,404-46.4% | $113,397-54.9% | $82,637-38.1% |
| Participation rate | 80.0% | 72.8%+7.2pp | 76.5%+3.5pp | 68.1%+11.9pp |
| Annual return | 42.84% | 19.08%+23.8pp | 23.20%+19.6pp | 53.51%-10.7pp |
| Employer contribution / active EE | $3,047 | $2,307+32.1% | $2,977+2.3% | $2,552+19.4% |
| Participant deferral / active EE | $8,308 | $4,220+96.9% | $5,076+63.7% | $4,126+101.4% |
| Admin fee / account holder | $3,360 | $9,168-63.3% | $11,957-71.9% | $7,339-54.2% |