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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 | $35,343 | $78,690-55.1% | $161,489-78.1% | $87,485-59.6% |
| Participation rate | 96.4% | 67.5%+29.0pp | 78.7%+17.7pp | 68.9%+27.5pp |
| Annual return | 24.20% | 32.74%-8.5pp | 89.72%-65.5pp | 26.06%-1.9pp |
| Employer contribution / active EE | $3,344 | $2,588+29.2% | $4,268-21.7% | $2,596+28.8% |
| Participant deferral / active EE | $4,835 | $3,311+46.0% | $5,630-14.1% | $4,274+13.1% |
| Admin fee / account holder | $7,956 | $6,724+18.3% | $16,006-50.3% | $7,775+2.3% |