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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 | $26,355 | $136,860-80.7% | $120,344-78.1% | $154,746-83.0% |
| Participation rate | 95.0% | 79.9%+15.1pp | 76.7%+18.3pp | 80.7%+14.3pp |
| Annual return | 19.87% | 21.38%-1.5pp | 20.30%-0.4pp | 172.34%-152.5pp |
| Employer contribution / active EE | $7,768 | $3,533+119.9% | $3,020+157.2% | $4,379+77.4% |
| Participant deferral / active EE | $2,671 | $5,793-53.9% | $5,135-48.0% | $6,730-60.3% |
| Admin fee / account holder | $4,607 | $15,393-70.1% | $12,742-63.8% | $14,365-67.9% |