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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 | $94,930 | $106,749-11.1% | $145,433-34.7% | $82,448+15.1% |
| Participation rate | 87.5% | 75.6%+11.9pp | 82.1%+5.4pp | 68.1%+19.4pp |
| Annual return | 24.26% | 27.59%-3.3pp | 66.58%-42.3pp | 41.64%-17.4pp |
| Employer contribution / active EE | $4,066 | $3,444+18.0% | $4,554-10.7% | $2,551+59.4% |
| Participant deferral / active EE | $8,134 | $6,519+24.8% | $7,897+3.0% | $4,139+96.5% |
| Admin fee / account holder | $795 | $8,390-90.5% | $13,129-93.9% | $7,234-89.0% |