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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 | $47,818 | $57,969-17.5% | $76,327-37.4% | $80,935-40.9% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.2%+20.8pp | 67.7%+32.3pp |
| Annual return | 24.50% | 15.90%+8.6pp | 13.79%+10.7pp | 35.66%-11.2pp |
| Employer contribution / active EE | $4,574 | $3,570+28.1% | $4,584-0.2% | $2,757+65.9% |
| Participant deferral / active EE | $4,840 | $3,814+26.9% | $5,478-11.7% | $4,299+12.6% |
| Admin fee / account holder | $7,363 | $5,670+29.9% | $5,139+43.3% | $6,924+6.3% |