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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 | $30,560 | $76,407-60.0% | $150,298-79.7% | $82,448-62.9% |
| Participation rate | 84.2% | 66.4%+17.8pp | 77.8%+6.5pp | 68.1%+16.1pp |
| Annual return | 20.77% | 39.99%-19.2pp | 62.79%-42.0pp | 41.64%-20.9pp |
| Employer contribution / active EE | $4,050 | $2,614+54.9% | $4,154-2.5% | $2,551+58.8% |
| Participant deferral / active EE | $5,697 | $3,214+77.2% | $5,453+4.5% | $4,139+37.6% |
| Admin fee / account holder | $1,891 | $6,352-70.2% | $14,116-86.6% | $7,234-73.9% |