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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 | $42,887 | $54,541-21.4% | $78,778-45.6% | $70,126-38.8% |
| Participation rate | 96.6% | 60.8%+35.8pp | 69.2%+27.4pp | 69.5%+27.0pp |
| Annual return | 27.42% | 21.07%+6.3pp | 35.62%-8.2pp | 73.15%-45.7pp |
| Employer contribution / active EE | $2,843 | $1,089+161.2% | $1,986+43.2% | $2,343+21.4% |
| Participant deferral / active EE | $5,907 | $2,210+167.3% | $2,958+99.7% | $3,332+77.3% |
| Admin fee / account holder | $3,444 | $3,709-7.1% | $5,134-32.9% | $4,645-25.9% |