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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 | $78,197-30.9% | $98,090-44.9% | $82,637-34.6% |
| Participation rate | 86.8% | 77.5%+9.4pp | 81.5%+5.3pp | 68.1%+18.8pp |
| Annual return | 16.01% | 40.25%-24.2pp | 37.05%-21.0pp | 53.51%-37.5pp |
| Employer contribution / active EE | $3,398 | $2,605+30.5% | $3,606-5.8% | $2,552+33.1% |
| Participant deferral / active EE | $6,282 | $6,636-5.3% | $7,845-19.9% | $4,126+52.2% |
| Admin fee / account holder | $572 | $14,832-96.1% | $11,815-95.2% | $7,339-92.2% |