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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 | $42,270 | $78,670-46.3% | $109,173-61.3% | $85,847-50.8% |
| Participation rate | 95.1% | 68.3%+26.8pp | 75.9%+19.2pp | 69.3%+25.8pp |
| Annual return | 13.48% | 25.09%-11.6pp | 25.75%-12.3pp | 318.61%-305.1pp |
| Employer contribution / active EE | $6,858 | $2,734+150.8% | $3,723+84.2% | $2,565+167.3% |
| Participant deferral / active EE | $1,785 | $3,467-48.5% | $4,654-61.6% | $3,952-54.8% |
| Admin fee / account holder | $6,179 | $5,469+13.0% | $6,755-8.5% | $6,261-1.3% |