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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 | $32,503 | $78,520-58.6% | $96,576-66.3% | $82,448-60.6% |
| Participation rate | 98.3% | 77.7%+20.6pp | 81.4%+16.9pp | 68.1%+30.2pp |
| Annual return | 24.63% | 41.30%-16.7pp | 38.47%-13.8pp | 41.64%-17.0pp |
| Employer contribution / active EE | $3,139 | $2,630+19.4% | $3,553-11.6% | $2,551+23.1% |
| Participant deferral / active EE | $6,980 | $6,754+3.4% | $7,956-12.3% | $4,139+68.6% |
| Admin fee / account holder | $10,613 | $13,455-21.1% | $11,381-6.7% | $7,234+46.7% |