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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 | $62,147 | $86,050-27.8% | $189,758-67.2% | $94,015-33.9% |
| Participation rate | 94.7% | 68.9%+25.8pp | 79.8%+14.9pp | 70.8%+23.9pp |
| Annual return | 23.95% | 17.77%+6.2pp | 52.62%-28.7pp | 17.84%+6.1pp |
| Employer contribution / active EE | $2,595 | $2,819-8.0% | $4,767-45.6% | $2,790-7.0% |
| Participant deferral / active EE | $5,213 | $3,349+55.7% | $5,856-11.0% | $4,249+22.7% |
| Admin fee / account holder | $1,310 | $6,627-80.2% | $20,388-93.6% | $8,951-85.4% |