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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 | $51,691 | $43,338+19.3% | $59,887-13.7% | $64,173-19.5% |
| Participation rate | 96.0% | 69.2%+26.8pp | 74.7%+21.3pp | 69.6%+26.4pp |
| Annual return | 6.35% | -1.55%+7.9pp | 3.46%+2.9pp | 7.63%-1.3pp |
| Employer contribution / active EE | $4,219 | $2,030+107.9% | $2,722+55.0% | $2,381+77.2% |
| Participant deferral / active EE | $8,716 | $2,547+242.1% | $3,402+156.2% | $3,470+151.2% |
| Admin fee / account holder | $7,766 | $3,007+158.2% | $3,591+116.2% | $4,887+58.9% |