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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 | $53,857 | $54,757-1.6% | $90,304-40.4% | $72,975-26.2% |
| Participation rate | 97.3% | 65.2%+32.1pp | 73.3%+24.0pp | 69.5%+27.8pp |
| Annual return | 19.76% | 30.63%-10.9pp | 78.13%-58.4pp | 81.01%-61.2pp |
| Employer contribution / active EE | $3,052 | $2,093+45.8% | $2,855+6.9% | $2,440+25.1% |
| Participant deferral / active EE | $6,499 | $2,887+125.1% | $3,885+67.3% | $3,608+80.1% |
| Admin fee / account holder | $1,135 | $3,973-71.4% | $5,354-78.8% | $5,124-77.8% |