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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 | $48,787 | $106,749-54.3% | $145,433-66.5% | $82,448-40.8% |
| Participation rate | 96.7% | 75.6%+21.0pp | 82.1%+14.5pp | 68.1%+28.6pp |
| Annual return | 23.53% | 27.59%-4.1pp | 66.58%-43.0pp | 41.64%-18.1pp |
| Employer contribution / active EE | $4,517 | $3,444+31.1% | $4,554-0.8% | $2,551+77.1% |
| Participant deferral / active EE | $10,601 | $6,519+62.6% | $7,897+34.2% | $4,139+156.1% |
| Admin fee / account holder | $1,601 | $8,390-80.9% | $13,129-87.8% | $7,234-77.9% |