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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 | $44,367 | $77,472-42.7% | $100,392-55.8% | $80,935-45.2% |
| Participation rate | 97.7% | 76.9%+20.7pp | 81.5%+16.2pp | 67.7%+30.0pp |
| Annual return | 15.52% | 37.26%-21.7pp | 49.45%-33.9pp | 35.66%-20.1pp |
| Employer contribution / active EE | $4,642 | $2,800+65.8% | $3,941+17.8% | $2,757+68.4% |
| Participant deferral / active EE | $5,306 | $6,818-22.2% | $8,090-34.4% | $4,299+23.4% |
| Admin fee / account holder | $14,378 | $5,885+144.3% | $7,904+81.9% | $6,924+107.6% |