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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 | $64,660 | $99,875-35.3% | $146,866-56.0% | $86,983-25.7% |
| Participation rate | 97.4% | 75.8%+21.6pp | 82.5%+14.9pp | 69.5%+27.9pp |
| Annual return | 21.78% | 28.10%-6.3pp | 102.85%-81.1pp | 25.83%-4.1pp |
| Employer contribution / active EE | $4,289 | $3,224+33.0% | $4,425-3.1% | $2,584+66.0% |
| Participant deferral / active EE | $10,901 | $6,322+72.4% | $7,759+40.5% | $4,194+159.9% |
| Admin fee / account holder | $2,139 | $7,838-72.7% | $13,620-84.3% | $7,856-72.8% |