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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 | $40,503 | $106,749-62.1% | $145,433-72.1% | $82,448-50.9% |
| Participation rate | 93.5% | 75.6%+17.9pp | 82.1%+11.4pp | 68.1%+25.5pp |
| Annual return | 37.05% | 27.59%+9.5pp | 66.58%-29.5pp | 41.64%-4.6pp |
| Employer contribution / active EE | $2,633 | $3,444-23.6% | $4,554-42.2% | $2,551+3.2% |
| Participant deferral / active EE | $10,136 | $6,519+55.5% | $7,897+28.3% | $4,139+144.9% |
| Admin fee / account holder | $3,249 | $8,390-61.3% | $13,129-75.3% | $7,234-55.1% |