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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 | $35,146 | $93,345-62.3% | $119,126-70.5% | $87,485-59.8% |
| Participation rate | 94.9% | 68.7%+26.2pp | 75.8%+19.2pp | 68.9%+26.0pp |
| Annual return | 19.43% | 19.08%+0.3pp | 282.11%-262.7pp | 26.06%-6.6pp |
| Employer contribution / active EE | $2,934 | $3,172-7.5% | $4,034-27.3% | $2,596+13.0% |
| Participant deferral / active EE | $4,893 | $4,099+19.4% | $5,318-8.0% | $4,274+14.5% |
| Admin fee / account holder | $5,168 | $8,039-35.7% | $10,693-51.7% | $7,775-33.5% |