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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 | $47,918 | $41,377+15.8% | $109,313-56.2% | $62,881-23.8% |
| Participation rate | 93.1% | 57.5%+35.6pp | 71.3%+21.8pp | 69.3%+23.8pp |
| Annual return | 8.13% | 11.05%-2.9pp | 22.07%-13.9pp | 20.14%-12.0pp |
| Employer contribution / active EE | $1,728 | $1,276+35.5% | $3,892-55.6% | $2,281-24.2% |
| Participant deferral / active EE | $4,617 | $2,045+125.8% | $3,166+45.8% | $3,203+44.1% |
| Admin fee / account holder | $4,170 | $2,884+44.6% | $5,666-26.4% | $4,296-2.9% |