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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 | $70,555 | $106,749-33.9% | $145,433-51.5% | $82,448-14.4% |
| Participation rate | 96.9% | 75.6%+21.2pp | 82.1%+14.8pp | 68.1%+28.8pp |
| Annual return | 17.25% | 27.59%-10.3pp | 66.58%-49.3pp | 41.64%-24.4pp |
| Employer contribution / active EE | $3,697 | $3,444+7.3% | $4,554-18.8% | $2,551+44.9% |
| Participant deferral / active EE | $9,868 | $6,519+51.4% | $7,897+25.0% | $4,139+138.4% |
| Admin fee / account holder | $869 | $8,390-89.6% | $13,129-93.4% | $7,234-88.0% |