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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 | $43,949 | $108,825-59.6% | $156,181-71.9% | $82,448-46.7% |
| Participation rate | 97.2% | 72.4%+24.9pp | 78.8%+18.4pp | 68.1%+29.2pp |
| Annual return | 21.18% | 20.59%+0.6pp | 64.87%-43.7pp | 41.64%-20.5pp |
| Employer contribution / active EE | $3,971 | $2,870+38.4% | $4,294-7.5% | $2,551+55.7% |
| Participant deferral / active EE | $7,182 | $4,577+56.9% | $6,132+17.1% | $4,139+73.5% |
| Admin fee / account holder | $593 | $9,341-93.6% | $14,586-95.9% | $7,234-91.8% |