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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 | $37,272 | $106,749-65.1% | $145,433-74.4% | $82,448-54.8% |
| Participation rate | 96.8% | 75.6%+21.1pp | 82.1%+14.7pp | 68.1%+28.7pp |
| Annual return | 19.54% | 27.59%-8.0pp | 66.58%-47.0pp | 41.64%-22.1pp |
| Employer contribution / active EE | $3,782 | $3,444+9.8% | $4,554-17.0% | $2,551+48.3% |
| Participant deferral / active EE | $9,444 | $6,519+44.9% | $7,897+19.6% | $4,139+128.2% |
| Admin fee / account holder | $618 | $8,390-92.6% | $13,129-95.3% | $7,234-91.5% |