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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 | $81,457-3.5% | $103,378-24.0% | $80,911-2.9% |
| Participation rate | 94.4% | 66.8%+27.6pp | 74.5%+19.9pp | 67.6%+26.8pp |
| Annual return | 35.43% | 25.58%+9.8pp | 24.91%+10.5pp | 35.63%-0.2pp |
| Employer contribution / active EE | $4,519 | $3,107+45.4% | $3,870+16.8% | $2,756+64.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $543 | $6,717-91.9% | $8,401-93.5% | $6,935-92.2% |