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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 | $80,770 | $83,898-3.7% | $133,346-39.4% | $94,015-14.1% |
| Participation rate | 97.3% | 63.4%+33.9pp | 72.8%+24.4pp | 70.8%+26.5pp |
| Annual return | 16.07% | 16.00%+0.1pp | 36.85%-20.8pp | 17.84%-1.8pp |
| Employer contribution / active EE | $2,960 | $1,821+62.6% | $2,853+3.7% | $2,790+6.1% |
| Participant deferral / active EE | $2,573 | $3,245-20.7% | $4,332-40.6% | $4,249-39.5% |
| Admin fee / account holder | $5,358 | $7,809-31.4% | $14,264-62.4% | $8,951-40.1% |