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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 | $81,358-63.1% | $155,556-80.7% | $80,959-62.9% |
| Participation rate | 96.0% | 66.3%+29.7pp | 78.2%+17.8pp | 67.7%+28.3pp |
| Annual return | 38.53% | 33.39%+5.1pp | 64.84%-26.3pp | 35.67%+2.9pp |
| Employer contribution / active EE | $4,722 | $3,106+52.0% | $4,675+1.0% | $2,757+71.3% |
| Participant deferral / active EE | $3,695 | $3,455+6.9% | $5,631-34.4% | $4,300-14.1% |
| Admin fee / account holder | $8,336 | $7,994+4.3% | $15,885-47.5% | $6,925+20.4% |