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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 | $32,142 | $76,407-57.9% | $150,298-78.6% | $82,448-61.0% |
| Participation rate | 97.4% | 66.4%+31.0pp | 77.8%+19.6pp | 68.1%+29.3pp |
| Annual return | 15.79% | 39.99%-24.2pp | 62.79%-47.0pp | 41.64%-25.8pp |
| Employer contribution / active EE | $3,186 | $2,614+21.9% | $4,154-23.3% | $2,551+24.9% |
| Participant deferral / active EE | $4,176 | $3,214+29.9% | $5,453-23.4% | $4,139+0.9% |
| Admin fee / account holder | $3,123 | $6,352-50.8% | $14,116-77.9% | $7,234-56.8% |