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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 | $51,977 | $67,602-23.1% | $82,312-36.9% | $70,126-25.9% |
| Participation rate | 96.6% | 72.8%+23.8pp | 76.9%+19.7pp | 69.5%+27.0pp |
| Annual return | 27.41% | 21.57%+5.8pp | 25.88%+1.5pp | 73.15%-45.7pp |
| Employer contribution / active EE | $900 | $1,755-48.7% | $2,428-63.0% | $2,343-61.6% |
| Participant deferral / active EE | $2,963 | $2,987-0.8% | $3,706-20.1% | $3,332-11.1% |
| Admin fee / account holder | $5,465 | $4,512+21.1% | $5,608-2.5% | $4,645+17.6% |