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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 | $74,117 | $46,534+59.3% | $64,097+15.6% | $75,177-1.4% |
| Participation rate | 87.5% | 65.9%+21.6pp | 72.3%+15.2pp | 67.2%+20.3pp |
| Annual return | 25.11% | 26.07%-1.0pp | 33.75%-8.6pp | 160.75%-135.6pp |
| Employer contribution / active EE | $1,996 | $1,976+1.0% | $2,750-27.4% | $2,671-25.3% |
| Participant deferral / active EE | $5,658 | $2,835+99.6% | $3,881+45.8% | $4,126+37.1% |
| Admin fee / account holder | $4,452 | $2,957+50.6% | $3,070+45.0% | $5,651-21.2% |