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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 | $59,262 | $106,749-44.5% | $145,433-59.3% | $82,448-28.1% |
| Participation rate | 95.6% | 75.6%+19.9pp | 82.1%+13.4pp | 68.1%+27.5pp |
| Annual return | 20.49% | 27.59%-7.1pp | 66.58%-46.1pp | 41.64%-21.1pp |
| Employer contribution / active EE | $4,508 | $3,444+30.9% | $4,554-1.0% | $2,551+76.7% |
| Participant deferral / active EE | $8,378 | $6,519+28.5% | $7,897+6.1% | $4,139+102.4% |
| Admin fee / account holder | $1,082 | $8,390-87.1% | $13,129-91.8% | $7,234-85.0% |