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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 | $106,524-54.2% | $152,301-68.0% | $87,485-44.2% |
| Participation rate | 96.7% | 75.8%+20.9pp | 82.4%+14.2pp | 68.9%+27.7pp |
| Annual return | 23.53% | 26.89%-3.4pp | 80.50%-57.0pp | 26.06%-2.5pp |
| Employer contribution / active EE | $4,517 | $3,371+34.0% | $4,624-2.3% | $2,596+74.0% |
| Participant deferral / active EE | $10,601 | $6,525+62.5% | $8,004+32.4% | $4,274+148.1% |
| Admin fee / account holder | $1,601 | $8,287-80.7% | $14,398-88.9% | $7,775-79.4% |