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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 | $76,407-53.7% | $150,298-76.5% | $82,448-57.1% |
| Participation rate | 96.4% | 66.4%+30.0pp | 77.8%+18.7pp | 68.1%+28.4pp |
| Annual return | 24.20% | 39.99%-15.8pp | 62.79%-38.6pp | 41.64%-17.4pp |
| Employer contribution / active EE | $3,344 | $2,614+27.9% | $4,154-19.5% | $2,551+31.1% |
| Participant deferral / active EE | $4,835 | $3,214+50.4% | $5,453-11.3% | $4,139+16.8% |
| Admin fee / account holder | $7,956 | $6,352+25.3% | $14,116-43.6% | $7,234+10.0% |