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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 | $61,660 | $45,087+36.8% | $69,483-11.3% | $72,976-15.5% |
| Participation rate | 96.9% | 68.5%+28.4pp | 74.6%+22.3pp | 69.5%+27.4pp |
| Annual return | 22.80% | 22.67%+0.1pp | 28.99%-6.2pp | 81.02%-58.2pp |
| Employer contribution / active EE | $1,677 | $2,055-18.4% | $2,780-39.7% | $2,440-31.3% |
| Participant deferral / active EE | $5,477 | $2,603+110.4% | $3,537+54.9% | $3,608+51.8% |
| Admin fee / account holder | $11,170 | $3,057+265.4% | $3,841+190.8% | $5,124+118.0% |