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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 | $126,661-79.2% | $113,397-76.8% | $138,895-81.0% |
| Participation rate | 95.0% | 79.4%+15.6pp | 76.5%+18.5pp | 79.9%+15.1pp |
| Annual return | 19.87% | 25.05%-5.2pp | 23.20%-3.3pp | 145.39%-125.5pp |
| Employer contribution / active EE | $7,768 | $3,456+124.7% | $2,977+160.9% | $4,194+85.2% |
| Participant deferral / active EE | $2,671 | $5,693-53.1% | $5,076-47.4% | $6,396-58.2% |
| Admin fee / account holder | $4,607 | $14,549-68.3% | $11,957-61.5% | $12,562-63.3% |