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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 | $33,612 | $45,082-25.4% | $69,464-51.6% | $72,975-53.9% |
| Participation rate | 95.1% | 68.5%+26.6pp | 74.6%+20.5pp | 69.5%+25.6pp |
| Annual return | 26.01% | 22.66%+3.4pp | 28.98%-3.0pp | 81.01%-55.0pp |
| Employer contribution / active EE | $3,500 | $2,055+70.3% | $2,779+25.9% | $2,440+43.4% |
| Participant deferral / active EE | $5,907 | $2,604+126.9% | $3,536+67.0% | $3,608+63.7% |
| Admin fee / account holder | $689 | $3,057-77.5% | $3,840-82.1% | $5,124-86.6% |