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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 | $54,170 | $73,787-26.6% | $98,716-45.1% | $82,448-34.3% |
| Participation rate | 86.3% | 61.4%+24.9pp | 69.3%+17.0pp | 68.1%+18.2pp |
| Annual return | 21.99% | 18.57%+3.4pp | 31.81%-9.8pp | 41.64%-19.6pp |
| Employer contribution / active EE | $2,403 | $1,511+59.0% | $2,279+5.5% | $2,551-5.8% |
| Participant deferral / active EE | $6,473 | $3,081+110.1% | $4,048+59.9% | $4,139+56.4% |
| Admin fee / account holder | $726 | $6,500-88.8% | $8,703-91.7% | $7,234-90.0% |