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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 | $16,439 | $58,523-71.9% | $99,470-83.5% | $72,983-77.5% |
| Participation rate | 93.8% | 64.6%+29.1pp | 73.8%+19.9pp | 69.5%+24.3pp |
| Annual return | 38.77% | 28.51%+10.3pp | 30.72%+8.1pp | 81.01%-42.2pp |
| Employer contribution / active EE | $3,097 | $1,512+104.8% | $2,540+21.9% | $2,440+26.9% |
| Participant deferral / active EE | $7,107 | $2,606+172.7% | $3,619+96.4% | $3,608+97.0% |
| Admin fee / account holder | $1,882 | $4,102-54.1% | $6,252-69.9% | $5,124-63.3% |