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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 | $65,078 | $41,377+57.3% | $109,313-40.5% | $62,881+3.5% |
| Participation rate | 96.3% | 57.5%+38.8pp | 71.3%+25.0pp | 69.3%+27.0pp |
| Annual return | 8.92% | 11.05%-2.1pp | 22.07%-13.2pp | 20.14%-11.2pp |
| Employer contribution / active EE | $4,642 | $1,276+263.8% | $3,892+19.3% | $2,281+103.5% |
| Participant deferral / active EE | $2,721 | $2,045+33.1% | $3,166-14.1% | $3,203-15.0% |
| Admin fee / account holder | $343 | $2,884-88.1% | $5,666-94.0% | $4,296-92.0% |