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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 | $77,492-42.7% | $100,398-55.8% | $80,911-45.2% |
| Participation rate | 97.7% | 76.9%+20.7pp | 81.5%+16.2pp | 67.6%+30.0pp |
| Annual return | 15.52% | 37.23%-21.7pp | 49.32%-33.8pp | 35.63%-20.1pp |
| Employer contribution / active EE | $4,642 | $2,800+65.8% | $3,946+17.6% | $2,756+68.5% |
| Participant deferral / active EE | $5,306 | $6,817-22.2% | $8,084-34.4% | $4,297+23.5% |
| Admin fee / account holder | $14,378 | $5,892+144.0% | $7,893+82.2% | $6,935+107.3% |