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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 | $92,895 | $101,778-8.7% | $164,975-43.7% | $80,925+14.8% |
| Participation rate | 89.2% | 71.8%+17.4pp | 78.6%+10.6pp | 67.7%+21.5pp |
| Annual return | 13.97% | 16.73%-2.8pp | 70.12%-56.2pp | 35.65%-21.7pp |
| Employer contribution / active EE | $5,295 | $2,954+79.3% | $4,343+21.9% | $2,756+92.1% |
| Participant deferral / active EE | $7,694 | $4,477+71.9% | $6,033+27.5% | $4,299+79.0% |
| Admin fee / account holder | $3,297 | $8,221-59.9% | $12,688-74.0% | $6,940-52.5% |