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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 | $54,425 | $41,377+31.5% | $109,313-50.2% | $62,881-13.4% |
| Participation rate | 98.0% | 57.5%+40.5pp | 71.3%+26.8pp | 69.3%+28.7pp |
| Annual return | 8.34% | 11.05%-2.7pp | 22.07%-13.7pp | 20.14%-11.8pp |
| Employer contribution / active EE | $2,882 | $1,276+125.9% | $3,892-26.0% | $2,281+26.4% |
| Participant deferral / active EE | $4,389 | $2,045+114.6% | $3,166+38.6% | $3,203+37.0% |
| Admin fee / account holder | $3,115 | $2,884+8.0% | $5,666-45.0% | $4,296-27.5% |