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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 | $21,175 | $84,236-74.9% | $170,439-87.6% | $70,124-69.8% |
| Participation rate | 97.7% | 70.8%+26.8pp | 83.6%+14.1pp | 69.5%+28.1pp |
| Annual return | 16.56% | 23.06%-6.5pp | 205.94%-189.4pp | 73.14%-56.6pp |
| Employer contribution / active EE | $4,186 | $3,387+23.6% | $5,433-23.0% | $2,342+78.7% |
| Participant deferral / active EE | $2,451 | $3,086-20.6% | $4,939-50.4% | $3,332-26.4% |
| Admin fee / account holder | $1,992 | $5,698-65.0% | $13,881-85.6% | $4,645-57.1% |