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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 | $155,973 | $86,938+79.4% | $102,423+52.3% | $80,925+92.7% |
| Participation rate | 84.6% | 72.4%+12.2pp | 76.5%+8.1pp | 67.7%+17.0pp |
| Annual return | 16.70% | 18.89%-2.2pp | 29.42%-12.7pp | 35.65%-18.9pp |
| Employer contribution / active EE | $3,031 | $2,369+27.9% | $3,023+0.3% | $2,756+10.0% |
| Participant deferral / active EE | $6,821 | $4,120+65.5% | $5,054+35.0% | $4,299+58.7% |
| Admin fee / account holder | $22,197 | $8,053+175.7% | $9,455+134.8% | $6,940+219.8% |