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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 | $75,541-59.5% | $152,093-79.9% | $82,637-63.0% |
| Participation rate | 84.2% | 66.5%+17.7pp | 77.8%+6.4pp | 68.1%+16.2pp |
| Annual return | 20.77% | 32.56%-11.8pp | 66.36%-45.6pp | 53.51%-32.7pp |
| Employer contribution / active EE | $4,050 | $2,622+54.4% | $4,175-3.0% | $2,552+58.7% |
| Participant deferral / active EE | $5,697 | $3,206+77.7% | $5,451+4.5% | $4,126+38.1% |
| Admin fee / account holder | $1,891 | $6,405-70.5% | $14,497-87.0% | $7,339-74.2% |