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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 | $45,462 | $77,638-41.4% | $156,551-71.0% | $62,881-27.7% |
| Participation rate | 98.9% | 71.2%+27.7pp | 84.0%+14.9pp | 69.3%+29.6pp |
| Annual return | 8.22% | 50.33%-42.1pp | 32.23%-24.0pp | 20.14%-11.9pp |
| Employer contribution / active EE | $1,851 | $3,444-46.3% | $5,501-66.4% | $2,281-18.8% |
| Participant deferral / active EE | $3,337 | $3,046+9.6% | $4,871-31.5% | $3,203+4.2% |
| Admin fee / account holder | $630 | $5,561-88.7% | $13,028-95.2% | $4,296-85.3% |