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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 | $22,043 | $48,076-54.1% | $78,690-72.0% | $62,891-65.0% |
| Participation rate | 96.6% | 65.2%+31.3pp | 73.6%+23.0pp | 69.3%+27.2pp |
| Annual return | 12.29% | 31.35%-19.1pp | 62.18%-49.9pp | 20.14%-7.9pp |
| Employer contribution / active EE | $2,460 | $2,015+22.1% | $2,851-13.7% | $2,281+7.9% |
| Participant deferral / active EE | $7,755 | $2,588+199.7% | $3,517+120.5% | $3,203+142.1% |
| Admin fee / account holder | $4,347 | $3,207+35.5% | $4,511-3.6% | $4,296+1.2% |