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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 | $62,887 | $93,598-32.8% | $135,974-53.8% | $75,173-16.3% |
| Participation rate | 97.7% | 75.2%+22.5pp | 81.9%+15.8pp | 67.2%+30.5pp |
| Annual return | 22.84% | 30.89%-8.0pp | 68.30%-45.5pp | 160.72%-137.9pp |
| Employer contribution / active EE | $5,271 | $3,538+49.0% | $4,859+8.5% | $2,671+97.3% |
| Participant deferral / active EE | $15,653 | $6,405+144.4% | $7,760+101.7% | $4,126+279.3% |
| Admin fee / account holder | $1,792 | $6,978-74.3% | $10,767-83.4% | $5,651-68.3% |