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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 | $58,848-6.2% | $88,179-37.4% | $82,637-33.2% |
| Participation rate | 70.7% | 57.9%+12.8pp | 69.1%+1.6pp | 68.1%+2.7pp |
| Annual return | 26.09% | 22.76%+3.3pp | 64.97%-38.9pp | 53.51%-27.4pp |
| Employer contribution / active EE | $3,980 | $1,678+137.1% | $2,549+56.1% | $2,552+55.9% |
| Participant deferral / active EE | $7,546 | $3,124+141.6% | $4,614+63.6% | $4,126+82.9% |
| Admin fee / account holder | $610 | $4,795-87.3% | $7,673-92.0% | $7,339-91.7% |