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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 | $46,844 | $181,896-74.2% | $156,551-70.1% | $273,972-82.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.86% | 30.74%-23.9pp | 32.23%-25.4pp | 41.46%-34.6pp |
| Employer contribution / active EE | $9,306 | $6,248+48.9% | $5,501+69.2% | $4,869+91.1% |
| Participant deferral / active EE | $7,604 | $5,550+37.0% | $4,871+56.1% | $5,287+43.8% |
| Admin fee / account holder | $449 | $15,560-97.1% | $13,028-96.6% | $10,133-95.6% |