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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 | $53,336 | $99,875-46.6% | $146,866-63.7% | $86,983-38.7% |
| Participation rate | 97.4% | 75.8%+21.6pp | 82.5%+14.9pp | 69.5%+27.8pp |
| Annual return | 23.76% | 28.10%-4.3pp | 102.85%-79.1pp | 25.83%-2.1pp |
| Employer contribution / active EE | $2,779 | $3,224-13.8% | $4,425-37.2% | $2,584+7.5% |
| Participant deferral / active EE | $8,166 | $6,322+29.2% | $7,759+5.2% | $4,194+94.7% |
| Admin fee / account holder | $1,588 | $7,838-79.7% | $13,620-88.3% | $7,856-79.8% |