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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 | $94,303 | $95,404-1.2% | $113,397-16.8% | $82,637+14.1% |
| Participation rate | 90.5% | 72.8%+17.7pp | 76.5%+14.0pp | 68.1%+22.4pp |
| Annual return | 13.68% | 19.08%-5.4pp | 23.20%-9.5pp | 53.51%-39.8pp |
| Employer contribution / active EE | $2,308 | $2,3070% | $2,977-22.5% | $2,552-9.6% |
| Participant deferral / active EE | $2,717 | $4,220-35.6% | $5,076-46.5% | $4,126-34.1% |
| Admin fee / account holder | $2,184 | $9,168-76.2% | $11,957-81.7% | $7,339-70.2% |