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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 | $67,994 | $72,027-5.6% | $185,835-63.4% | $79,852-14.8% |
| Participation rate | 97.3% | 65.8%+31.5pp | 78.0%+19.3pp | 69.6%+27.7pp |
| Annual return | 16.99% | 23.13%-6.1pp | 35.96%-19.0pp | 31.72%-14.7pp |
| Employer contribution / active EE | $2,659 | $1,965+35.3% | $4,087-34.9% | $2,471+7.6% |
| Participant deferral / active EE | $3,736 | $3,780-1.2% | $5,633-33.7% | $3,740-0.1% |
| Admin fee / account holder | $5,376 | $4,513+19.1% | $9,502-43.4% | $5,306+1.3% |