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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 | $78,571 | $81,504-3.6% | $102,437-23.3% | $80,959-2.9% |
| Participation rate | 94.4% | 66.9%+27.6pp | 74.5%+19.9pp | 67.7%+26.8pp |
| Annual return | 35.43% | 25.60%+9.8pp | 24.95%+10.5pp | 35.67%-0.2pp |
| Employer contribution / active EE | $4,519 | $3,104+45.6% | $3,871+16.8% | $2,757+63.9% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $543 | $6,719-91.9% | $8,388-93.5% | $6,925-92.2% |