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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 | $46,125 | $49,249-6.3% | $70,476-34.6% | $79,852-42.2% |
| Participation rate | 96.6% | 69.2%+27.4pp | 75.1%+21.5pp | 69.6%+26.9pp |
| Annual return | 30.24% | 30.09%+0.1pp | 109.12%-78.9pp | 31.72%-1.5pp |
| Employer contribution / active EE | $4,536 | $2,100+116.0% | $2,738+65.7% | $2,471+83.6% |
| Participant deferral / active EE | $6,133 | $2,769+121.5% | $3,710+65.3% | $3,740+64.0% |
| Admin fee / account holder | $2,610 | $2,878-9.3% | $3,847-32.2% | $5,306-50.8% |