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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 | $106,749-56.6% | $145,433-68.1% | $82,448-43.8% |
| Participation rate | 97.4% | 75.6%+21.7pp | 82.1%+15.2pp | 68.1%+29.3pp |
| Annual return | 20.47% | 27.59%-7.1pp | 66.58%-46.1pp | 41.64%-21.2pp |
| Employer contribution / active EE | $3,877 | $3,444+12.6% | $4,554-14.9% | $2,551+52.0% |
| Participant deferral / active EE | $4,382 | $6,519-32.8% | $7,897-44.5% | $4,139+5.9% |
| Admin fee / account holder | $1,167 | $8,390-86.1% | $13,129-91.1% | $7,234-83.9% |