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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 | $76,834+5.1% | $108,359-25.5% | $87,485-7.7% |
| Participation rate | 97.3% | 61.7%+35.6pp | 70.1%+27.2pp | 68.9%+28.4pp |
| Annual return | 16.07% | 19.09%-3.0pp | 36.89%-20.8pp | 26.06%-10.0pp |
| Employer contribution / active EE | $2,960 | $1,556+90.2% | $2,399+23.4% | $2,596+14.0% |
| Participant deferral / active EE | $2,573 | $3,100-17.0% | $4,137-37.8% | $4,274-39.8% |
| Admin fee / account holder | $5,358 | $6,537-18.0% | $9,741-45.0% | $7,775-31.1% |