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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 | $138,312-80.9% | $122,979-78.6% | $155,188-83.0% |
| Participation rate | 95.0% | 80.2%+14.8pp | 77.2%+17.8pp | 80.8%+14.2pp |
| Annual return | 19.87% | 22.06%-2.2pp | 20.12%-0.2pp | 148.84%-129.0pp |
| Employer contribution / active EE | $7,768 | $3,530+120.0% | $3,062+153.6% | $4,248+82.9% |
| Participant deferral / active EE | $2,671 | $5,592-52.2% | $5,003-46.6% | $6,531-59.1% |
| Admin fee / account holder | $4,607 | $15,089-69.5% | $12,864-64.2% | $14,480-68.2% |