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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 | $59,523 | $45,082+32.0% | $69,464-14.3% | $72,975-18.4% |
| Participation rate | 98.3% | 68.5%+29.8pp | 74.6%+23.7pp | 69.5%+28.8pp |
| Annual return | 18.71% | 22.66%-3.9pp | 28.98%-10.3pp | 81.01%-62.3pp |
| Employer contribution / active EE | $4,309 | $2,055+109.7% | $2,779+55.0% | $2,440+76.6% |
| Participant deferral / active EE | $4,239 | $2,604+62.8% | $3,536+19.9% | $3,608+17.5% |
| Admin fee / account holder | $1,212 | $3,057-60.3% | $3,840-68.4% | $5,124-76.3% |