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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 | $63,362 | $82,882-23.6% | $127,803-50.4% | $72,975-13.2% |
| Participation rate | 96.0% | 71.5%+24.5pp | 79.0%+17.0pp | 69.5%+26.5pp |
| Annual return | 24.07% | 32.20%-8.1pp | 26.14%-2.1pp | 81.01%-56.9pp |
| Employer contribution / active EE | $2,147 | $3,346-35.8% | $4,576-53.1% | $2,440-12.0% |
| Participant deferral / active EE | $10,746 | $4,791+124.3% | $6,023+78.4% | $3,608+197.9% |
| Admin fee / account holder | $1,053 | $6,487-83.8% | $9,399-88.8% | $5,124-79.5% |