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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 | $71,022 | $77,472-8.3% | $100,415-29.3% | $80,959-12.3% |
| Participation rate | 92.1% | 76.9%+15.2pp | 81.5%+10.6pp | 67.7%+24.4pp |
| Annual return | 14.14% | 37.26%-23.1pp | 49.47%-35.3pp | 35.67%-21.5pp |
| Employer contribution / active EE | $3,165 | $2,800+13.0% | $3,943-19.7% | $2,757+14.8% |
| Participant deferral / active EE | $7,315 | $6,818+7.3% | $8,091-9.6% | $4,300+70.1% |
| Admin fee / account holder | $3,935 | $5,885-33.1% | $7,906-50.2% | $6,925-43.2% |