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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 | $33,298 | $106,749-68.8% | $145,433-77.1% | $82,448-59.6% |
| Participation rate | 92.1% | 75.6%+16.5pp | 82.1%+10.0pp | 68.1%+24.0pp |
| Annual return | 20.98% | 27.59%-6.6pp | 66.58%-45.6pp | 41.64%-20.7pp |
| Employer contribution / active EE | $3,138 | $3,444-8.9% | $4,554-31.1% | $2,551+23.0% |
| Participant deferral / active EE | $8,923 | $6,519+36.9% | $7,897+13.0% | $4,139+115.6% |
| Admin fee / account holder | $1,377 | $8,390-83.6% | $13,129-89.5% | $7,234-81.0% |