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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 | $67,888 | $49,249+37.8% | $70,476-3.7% | $79,852-15.0% |
| Participation rate | 96.5% | 69.2%+27.3pp | 75.1%+21.4pp | 69.6%+26.9pp |
| Annual return | 33.04% | 30.09%+2.9pp | 109.12%-76.1pp | 31.72%+1.3pp |
| Employer contribution / active EE | $3,493 | $2,100+66.3% | $2,738+27.6% | $2,471+41.4% |
| Participant deferral / active EE | $3,014 | $2,769+8.8% | $3,710-18.8% | $3,740-19.4% |
| Admin fee / account holder | $5,502 | $2,878+91.2% | $3,847+43.0% | $5,306+3.7% |