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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 | $38,930 | $86,298-54.9% | $111,308-65.0% | $85,847-54.7% |
| Participation rate | 97.8% | 73.3%+24.4pp | 77.3%+20.5pp | 69.3%+28.5pp |
| Annual return | 15.31% | 19.99%-4.7pp | 54.67%-39.4pp | 318.61%-303.3pp |
| Employer contribution / active EE | $2,782 | $2,044+36.1% | $2,732+1.8% | $2,565+8.4% |
| Participant deferral / active EE | $4,529 | $3,641+24.4% | $4,487+0.9% | $3,952+14.6% |
| Admin fee / account holder | $380 | $8,189-95.4% | $7,965-95.2% | $6,261-93.9% |