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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 | $46,366 | $106,864-56.6% | $147,318-68.5% | $82,637-43.9% |
| Participation rate | 97.4% | 75.5%+21.9pp | 82.1%+15.3pp | 68.1%+29.3pp |
| Annual return | 20.47% | 27.49%-7.0pp | 70.43%-50.0pp | 53.51%-33.0pp |
| Employer contribution / active EE | $3,877 | $3,417+13.5% | $4,593-15.6% | $2,552+51.9% |
| Participant deferral / active EE | $4,382 | $6,496-32.5% | $7,906-44.6% | $4,126+6.2% |
| Admin fee / account holder | $1,167 | $8,415-86.1% | $13,708-91.5% | $7,339-84.1% |