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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 | $30,977 | $48,011-35.5% | $63,803-51.4% | $82,637-62.5% |
| Participation rate | 98.1% | 66.6%+31.5pp | 72.7%+25.4pp | 68.1%+30.1pp |
| Annual return | 15.53% | 19.84%-4.3pp | 543.72%-528.2pp | 53.51%-38.0pp |
| Employer contribution / active EE | $2,816 | $1,904+47.9% | $2,532+11.2% | $2,552+10.3% |
| Participant deferral / active EE | $3,135 | $2,846+10.1% | $3,843-18.4% | $4,126-24.0% |
| Admin fee / account holder | $4,150 | $3,873+7.1% | $5,196-20.1% | $7,339-43.5% |