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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 | $30,035 | $81,233-63.0% | $155,567-80.7% | $80,874-62.9% |
| Participation rate | 96.0% | 66.2%+29.8pp | 78.2%+17.8pp | 67.6%+28.4pp |
| Annual return | 38.53% | 33.33%+5.2pp | 64.74%-26.2pp | 35.62%+2.9pp |
| Employer contribution / active EE | $4,722 | $3,101+52.3% | $4,674+1.0% | $2,756+71.4% |
| Participant deferral / active EE | $3,695 | $3,452+7.0% | $5,628-34.3% | $4,297-14.0% |
| Admin fee / account holder | $8,336 | $7,998+4.2% | $15,916-47.6% | $6,935+20.2% |