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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 | $77,574+4.1% | $108,753-25.7% | $86,983-7.1% |
| Participation rate | 97.3% | 62.3%+35.0pp | 71.1%+26.2pp | 69.5%+27.8pp |
| Annual return | 16.07% | 18.42%-2.3pp | 37.47%-21.4pp | 25.83%-9.8pp |
| Employer contribution / active EE | $2,960 | $1,611+83.8% | $2,427+22.0% | $2,584+14.5% |
| Participant deferral / active EE | $2,573 | $3,128-17.8% | $4,115-37.5% | $4,194-38.7% |
| Admin fee / account holder | $5,358 | $6,529-17.9% | $10,320-48.1% | $7,856-31.8% |