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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 | $83,601 | $76,834+8.8% | $108,359-22.8% | $87,485-4.4% |
| Participation rate | 88.2% | 61.7%+26.5pp | 70.1%+18.1pp | 68.9%+19.3pp |
| Annual return | 18.08% | 19.09%-1.0pp | 36.89%-18.8pp | 26.06%-8.0pp |
| Employer contribution / active EE | $1,928 | $1,556+23.9% | $2,399-19.7% | $2,596-25.8% |
| Participant deferral / active EE | $3,000 | $3,100-3.2% | $4,137-27.5% | $4,274-29.8% |
| Admin fee / account holder | $2,543 | $6,537-61.1% | $9,741-73.9% | $7,775-67.3% |