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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 | $54,048 | $77,358-30.1% | $102,184-47.1% | $87,485-38.2% |
| Participation rate | 86.8% | 78.7%+8.2pp | 82.6%+4.2pp | 68.9%+17.9pp |
| Annual return | 16.01% | 41.11%-25.1pp | 31.58%-15.6pp | 26.06%-10.0pp |
| Employer contribution / active EE | $3,398 | $2,562+32.6% | $3,594-5.4% | $2,596+30.9% |
| Participant deferral / active EE | $6,282 | $6,753-7.0% | $8,309-24.4% | $4,274+47.0% |
| Admin fee / account holder | $572 | $6,809-91.6% | $11,609-95.1% | $7,775-92.6% |