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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 | $69,498 | $81,504-14.7% | $102,437-32.2% | $80,959-14.2% |
| Participation rate | 94.6% | 66.9%+27.7pp | 74.5%+20.1pp | 67.7%+26.9pp |
| Annual return | 32.99% | 25.60%+7.4pp | 24.95%+8.0pp | 35.67%-2.7pp |
| Employer contribution / active EE | $7,510 | $3,104+142.0% | $3,871+94.0% | $2,757+172.4% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,525 | $6,719-47.5% | $8,388-58.0% | $6,925-49.1% |