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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 | $75,392 | $45,266+66.6% | $103,693-27.3% | $65,306+15.4% |
| Participation rate | 99.0% | 53.3%+45.7pp | 72.6%+26.4pp | 57.7%+41.3pp |
| Annual return | 22.81% | 25.10%-2.3pp | 47.61%-24.8pp | 21.94%+0.9pp |
| Employer contribution / active EE | $15,330 | $1,765+768.3% | $2,920+424.9% | $1,967+679.2% |
| Participant deferral / active EE | $3,947 | $2,099+88.0% | $4,579-13.8% | $2,959+33.4% |
| Admin fee / account holder | $3,208 | $3,221-0.4% | $7,858-59.2% | $3,480-7.8% |