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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 | $37,498 | $77,638-51.7% | $156,551-76.0% | $62,881-40.4% |
| Participation rate | 97.7% | 71.2%+26.5pp | 84.0%+13.7pp | 69.3%+28.4pp |
| Annual return | 21.57% | 50.33%-28.8pp | 32.23%-10.7pp | 20.14%+1.4pp |
| Employer contribution / active EE | $1,859 | $3,444-46.0% | $5,501-66.2% | $2,281-18.5% |
| Participant deferral / active EE | $5,496 | $3,046+80.5% | $4,871+12.8% | $3,203+71.6% |
| Admin fee / account holder | $1,816 | $5,561-67.3% | $13,028-86.1% | $4,296-57.7% |