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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 | $57,981 | $78,197-25.9% | $98,090-40.9% | $82,637-29.8% |
| Participation rate | 97.7% | 77.5%+20.3pp | 81.5%+16.2pp | 68.1%+29.7pp |
| Annual return | 16.39% | 40.25%-23.9pp | 37.05%-20.7pp | 53.51%-37.1pp |
| Employer contribution / active EE | $4,279 | $2,605+64.3% | $3,606+18.7% | $2,552+67.7% |
| Participant deferral / active EE | $5,399 | $6,636-18.6% | $7,845-31.2% | $4,126+30.8% |
| Admin fee / account holder | $2,265 | $14,832-84.7% | $11,815-80.8% | $7,339-69.1% |