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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 | $37,047 | $99,875-62.9% | $146,866-74.8% | $86,983-57.4% |
| Participation rate | 94.7% | 75.8%+18.9pp | 82.5%+12.2pp | 69.5%+25.2pp |
| Annual return | 15.92% | 28.10%-12.2pp | 102.85%-86.9pp | 25.83%-9.9pp |
| Employer contribution / active EE | $2,630 | $3,224-18.4% | $4,425-40.6% | $2,584+1.8% |
| Participant deferral / active EE | $4,754 | $6,322-24.8% | $7,759-38.7% | $4,194+13.4% |
| Admin fee / account holder | $6,688 | $7,838-14.7% | $13,620-50.9% | $7,856-14.9% |