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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 | $39,479 | $106,864-63.1% | $147,318-73.2% | $82,637-52.2% |
| Participation rate | 87.9% | 75.5%+12.4pp | 82.1%+5.8pp | 68.1%+19.8pp |
| Annual return | 18.60% | 27.49%-8.9pp | 70.43%-51.8pp | 53.51%-34.9pp |
| Employer contribution / active EE | $4,642 | $3,417+35.9% | $4,593+1.1% | $2,552+81.9% |
| Participant deferral / active EE | $7,145 | $6,496+10.0% | $7,906-9.6% | $4,126+73.2% |
| Admin fee / account holder | $10,165 | $8,415+20.8% | $13,708-25.8% | $7,339+38.5% |