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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 | $78,520-26.2% | $96,576-40.0% | $82,448-29.7% |
| Participation rate | 97.7% | 77.7%+20.0pp | 81.4%+16.3pp | 68.1%+29.7pp |
| Annual return | 16.39% | 41.30%-24.9pp | 38.47%-22.1pp | 41.64%-25.2pp |
| Employer contribution / active EE | $4,279 | $2,630+62.7% | $3,553+20.4% | $2,551+67.7% |
| Participant deferral / active EE | $5,399 | $6,754-20.1% | $7,956-32.1% | $4,139+30.4% |
| Admin fee / account holder | $2,265 | $13,455-83.2% | $11,381-80.1% | $7,234-68.7% |