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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 | $50,308 | $99,875-49.6% | $146,866-65.7% | $86,983-42.2% |
| Participation rate | 85.4% | 75.8%+9.6pp | 82.5%+2.9pp | 69.5%+15.8pp |
| Annual return | 20.04% | 28.10%-8.1pp | 102.85%-82.8pp | 25.83%-5.8pp |
| Employer contribution / active EE | $3,551 | $3,224+10.1% | $4,425-19.7% | $2,584+37.4% |
| Participant deferral / active EE | $6,350 | $6,322+0.4% | $7,759-18.2% | $4,194+51.4% |
| Admin fee / account holder | $479 | $7,838-93.9% | $13,620-96.5% | $7,856-93.9% |