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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 | $106,864-62.1% | $147,318-72.5% | $82,637-51.0% |
| Participation rate | 93.5% | 75.5%+18.0pp | 82.1%+11.5pp | 68.1%+25.5pp |
| Annual return | 37.05% | 27.49%+9.6pp | 70.43%-33.4pp | 53.51%-16.5pp |
| Employer contribution / active EE | $2,633 | $3,417-22.9% | $4,593-42.7% | $2,552+3.2% |
| Participant deferral / active EE | $10,136 | $6,496+56.0% | $7,906+28.2% | $4,126+145.7% |
| Admin fee / account holder | $3,249 | $8,415-61.4% | $13,708-76.3% | $7,339-55.7% |