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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 | $61,323 | $106,749-42.6% | $145,433-57.8% | $82,448-25.6% |
| Participation rate | 96.6% | 75.6%+20.9pp | 82.1%+14.4pp | 68.1%+28.5pp |
| Annual return | 23.60% | 27.59%-4.0pp | 66.58%-43.0pp | 41.64%-18.0pp |
| Employer contribution / active EE | $4,646 | $3,444+34.9% | $4,554+2.0% | $2,551+82.1% |
| Participant deferral / active EE | $11,199 | $6,519+71.8% | $7,897+41.8% | $4,139+170.6% |
| Admin fee / account holder | $14,464 | $8,390+72.4% | $13,129+10.2% | $7,234+99.9% |