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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 | $98,571 | $52,306+88.5% | $69,779+41.3% | $62,881+56.8% |
| Participation rate | 96.3% | 67.2%+29.1pp | 71.8%+24.5pp | 69.3%+27.0pp |
| Annual return | 10.90% | 13.35%-2.5pp | 12.99%-2.1pp | 20.14%-9.2pp |
| Employer contribution / active EE | $3,013 | $1,799+67.5% | $2,338+28.8% | $2,281+32.1% |
| Participant deferral / active EE | $4,491 | $2,395+87.5% | $2,931+53.2% | $3,203+40.2% |
| Admin fee / account holder | $1,692 | $3,691-54.2% | $4,381-61.4% | $4,296-60.6% |