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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 | $95,453+0.7% | $112,040-14.2% | $82,448+16.6% |
| Participation rate | 91.2% | 72.8%+18.4pp | 76.5%+14.7pp | 68.1%+23.1pp |
| Annual return | 15.56% | 23.92%-8.4pp | 24.52%-9.0pp | 41.64%-26.1pp |
| Employer contribution / active EE | $5,261 | $2,318+127.0% | $2,954+78.1% | $2,551+106.2% |
| Participant deferral / active EE | $9,047 | $4,224+114.2% | $5,098+77.5% | $4,139+118.6% |
| Admin fee / account holder | $7,473 | $9,013-17.1% | $12,098-38.2% | $7,234+3.3% |