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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 | $46,609 | $106,749-56.3% | $145,433-68.0% | $82,448-43.5% |
| Participation rate | 92.9% | 75.6%+17.2pp | 82.1%+10.7pp | 68.1%+24.8pp |
| Annual return | 22.44% | 27.59%-5.1pp | 66.58%-44.1pp | 41.64%-19.2pp |
| Employer contribution / active EE | $2,754 | $3,444-20.0% | $4,554-39.5% | $2,551+8.0% |
| Participant deferral / active EE | $7,457 | $6,519+14.4% | $7,897-5.6% | $4,139+80.1% |
| Admin fee / account holder | $428 | $8,390-94.9% | $13,129-96.7% | $7,234-94.1% |