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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 | $46,723 | $49,255-5.1% | $70,494-33.7% | $79,856-41.5% |
| Participation rate | 88.1% | 69.2%+18.9pp | 75.1%+13.0pp | 69.6%+18.5pp |
| Annual return | 23.48% | 30.10%-6.6pp | 109.16%-85.7pp | 31.71%-8.2pp |
| Employer contribution / active EE | $3,981 | $2,100+89.6% | $2,738+45.4% | $2,471+61.1% |
| Participant deferral / active EE | $9,926 | $2,768+258.6% | $3,711+167.5% | $3,741+165.4% |
| Admin fee / account holder | $1,914 | $2,879-33.5% | $3,848-50.3% | $5,306-63.9% |