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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 | $63,309 | $81,331-22.2% | $155,534-59.3% | $80,935-21.8% |
| Participation rate | 85.2% | 66.3%+18.9pp | 78.2%+7.0pp | 67.7%+17.5pp |
| Annual return | 14.10% | 33.37%-19.3pp | 64.92%-50.8pp | 35.66%-21.6pp |
| Employer contribution / active EE | $4,813 | $3,105+55.0% | $4,675+3.0% | $2,757+74.6% |
| Participant deferral / active EE | $2,573 | $3,454-25.5% | $5,630-54.3% | $4,299-40.1% |
| Admin fee / account holder | $1,895 | $7,999-76.3% | $15,900-88.1% | $6,924-72.6% |