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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 | $77,358-25.0% | $102,184-43.3% | $87,485-33.7% |
| Participation rate | 97.7% | 78.7%+19.0pp | 82.6%+15.1pp | 68.9%+28.8pp |
| Annual return | 16.39% | 41.11%-24.7pp | 31.58%-15.2pp | 26.06%-9.7pp |
| Employer contribution / active EE | $4,279 | $2,562+67.0% | $3,594+19.1% | $2,596+64.8% |
| Participant deferral / active EE | $5,399 | $6,753-20.0% | $8,309-35.0% | $4,274+26.3% |
| Admin fee / account holder | $2,265 | $6,809-66.7% | $11,609-80.5% | $7,775-70.9% |