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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 | $44,721 | $106,749-58.1% | $145,433-69.3% | $82,448-45.8% |
| Participation rate | 93.6% | 75.6%+18.0pp | 82.1%+11.5pp | 68.1%+25.5pp |
| Annual return | 24.89% | 27.59%-2.7pp | 66.58%-41.7pp | 41.64%-16.8pp |
| Employer contribution / active EE | $5,907 | $3,444+71.5% | $4,554+29.7% | $2,551+131.5% |
| Participant deferral / active EE | $11,963 | $6,519+83.5% | $7,897+51.5% | $4,139+189.0% |
| Admin fee / account holder | $2,383 | $8,390-71.6% | $13,129-81.8% | $7,234-67.1% |