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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 | $56,064 | $114,712-51.1% | $173,730-67.7% | $87,485-35.9% |
| Participation rate | 98.6% | 73.0%+25.6pp | 79.6%+19.1pp | 68.9%+29.7pp |
| Annual return | 20.87% | 20.18%+0.7pp | 19.96%+0.9pp | 26.06%-5.2pp |
| Employer contribution / active EE | $6,849 | $2,904+135.9% | $4,577+49.6% | $2,596+163.8% |
| Participant deferral / active EE | $0 | $4,642-100.0% | $6,326-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,050 | $10,210-89.7% | $17,523-94.0% | $7,775-86.5% |