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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 | $62,578 | $93,598-33.1% | $135,974-54.0% | $75,173-16.8% |
| Participation rate | 93.3% | 75.2%+18.1pp | 81.9%+11.4pp | 67.2%+26.1pp |
| Annual return | 19.68% | 30.89%-11.2pp | 68.30%-48.6pp | 160.72%-141.0pp |
| Employer contribution / active EE | $4,303 | $3,538+21.6% | $4,859-11.4% | $2,671+61.1% |
| Participant deferral / active EE | $10,131 | $6,405+58.2% | $7,760+30.6% | $4,126+145.5% |
| Admin fee / account holder | $1,812 | $6,978-74.0% | $10,767-83.2% | $5,651-67.9% |