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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 | $57,458 | $64,920-11.5% | $103,693-44.6% | $86,983-33.9% |
| Participation rate | 96.2% | 63.6%+32.6pp | 72.6%+23.5pp | 69.5%+26.6pp |
| Annual return | 16.77% | 30.29%-13.5pp | 47.61%-30.8pp | 25.83%-9.1pp |
| Employer contribution / active EE | $5,574 | $2,141+160.3% | $2,920+90.9% | $2,584+115.7% |
| Participant deferral / active EE | $5,453 | $3,241+68.3% | $4,579+19.1% | $4,194+30.0% |
| Admin fee / account holder | $7,143 | $6,191+15.4% | $7,858-9.1% | $7,856-9.1% |