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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 | $96,159 | $97,550-1.4% | $120,344-20.1% | $87,485+9.9% |
| Participation rate | 91.2% | 72.8%+18.4pp | 76.7%+14.5pp | 68.9%+22.2pp |
| Annual return | 15.56% | 18.41%-2.8pp | 20.30%-4.7pp | 26.06%-10.5pp |
| Employer contribution / active EE | $5,261 | $2,291+129.6% | $3,020+74.2% | $2,596+102.6% |
| Participant deferral / active EE | $9,047 | $4,230+113.9% | $5,135+76.2% | $4,274+111.7% |
| Admin fee / account holder | $7,473 | $9,543-21.7% | $12,742-41.3% | $7,775-3.9% |