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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 | $55,208 | $57,590-4.1% | $86,233-36.0% | $82,448-33.0% |
| Participation rate | 70.7% | 57.9%+12.9pp | 69.0%+1.7pp | 68.1%+2.7pp |
| Annual return | 26.09% | 22.41%+3.7pp | 61.39%-35.3pp | 41.64%-15.5pp |
| Employer contribution / active EE | $3,980 | $1,655+140.4% | $2,504+58.9% | $2,551+56.0% |
| Participant deferral / active EE | $7,546 | $3,080+145.0% | $4,559+65.5% | $4,139+82.3% |
| Admin fee / account holder | $610 | $4,730-87.1% | $8,342-92.7% | $7,234-91.6% |