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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 | $44,166 | $106,524-58.5% | $152,301-71.0% | $87,485-49.5% |
| Participation rate | 92.8% | 75.8%+17.0pp | 82.4%+10.3pp | 68.9%+23.9pp |
| Annual return | 21.92% | 26.89%-5.0pp | 80.50%-58.6pp | 26.06%-4.1pp |
| Employer contribution / active EE | $3,552 | $3,371+5.4% | $4,624-23.2% | $2,596+36.8% |
| Participant deferral / active EE | $6,788 | $6,525+4.0% | $8,004-15.2% | $4,274+58.8% |
| Admin fee / account holder | $481 | $8,287-94.2% | $14,398-96.7% | $7,775-93.8% |