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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 | $59,050 | $51,708+14.2% | $106,619-44.6% | $62,881-6.1% |
| Participation rate | 89.7% | 66.9%+22.8pp | 78.0%+11.7pp | 69.3%+20.4pp |
| Annual return | 6.78% | 4.69%+2.1pp | 9.42%-2.6pp | 20.14%-13.4pp |
| Employer contribution / active EE | $2,134 | $1,764+21.0% | $3,947-45.9% | $2,281-6.4% |
| Participant deferral / active EE | $1,485 | $2,315-35.9% | $3,930-62.2% | $3,203-53.6% |
| Admin fee / account holder | $721 | $3,349-78.5% | $6,418-88.8% | $4,296-83.2% |