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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 | $81,276-63.0% | $155,574-80.7% | $80,925-62.9% |
| Participation rate | 96.0% | 66.2%+29.8pp | 78.2%+17.8pp | 67.7%+28.3pp |
| Annual return | 38.53% | 33.36%+5.2pp | 64.87%-26.3pp | 35.65%+2.9pp |
| Employer contribution / active EE | $4,722 | $3,103+52.2% | $4,676+1.0% | $2,756+71.3% |
| Participant deferral / active EE | $3,695 | $3,453+7.0% | $5,629-34.4% | $4,299-14.0% |
| Admin fee / account holder | $8,336 | $7,993+4.3% | $15,914-47.6% | $6,940+20.1% |