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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 | $30,077 | $45,087-33.3% | $69,483-56.7% | $72,976-58.8% |
| Participation rate | 80.0% | 68.5%+11.5pp | 74.6%+5.4pp | 69.5%+10.5pp |
| Annual return | 27.40% | 22.67%+4.7pp | 28.99%-1.6pp | 81.02%-53.6pp |
| Employer contribution / active EE | $3,378 | $2,055+64.4% | $2,780+21.5% | $2,440+38.5% |
| Participant deferral / active EE | $8,106 | $2,603+211.4% | $3,537+129.2% | $3,608+124.7% |
| Admin fee / account holder | $1,357 | $3,057-55.6% | $3,841-64.7% | $5,124-73.5% |