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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 | $62,079 | $108,825-43.0% | $156,181-60.3% | $82,448-24.7% |
| Participation rate | 93.2% | 72.4%+20.8pp | 78.8%+14.4pp | 68.1%+25.1pp |
| Annual return | 19.67% | 20.59%-0.9pp | 64.87%-45.2pp | 41.64%-22.0pp |
| Employer contribution / active EE | $4,983 | $2,870+73.6% | $4,294+16.1% | $2,551+95.4% |
| Participant deferral / active EE | $11,403 | $4,577+149.1% | $6,132+85.9% | $4,139+175.5% |
| Admin fee / account holder | $14,003 | $9,341+49.9% | $14,586-4.0% | $7,234+93.6% |