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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 | $94,391 | $79,557+18.6% | $118,746-20.5% | $70,126+34.6% |
| Participation rate | 92.6% | 71.4%+21.2pp | 78.3%+14.3pp | 69.5%+23.1pp |
| Annual return | 21.63% | 25.64%-4.0pp | 24.54%-2.9pp | 73.15%-51.5pp |
| Employer contribution / active EE | $3,160 | $2,861+10.4% | $4,193-24.6% | $2,343+34.9% |
| Participant deferral / active EE | $0 | $4,089-100.0% | $5,332-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,925 | $5,374+10.2% | $10,720-44.7% | $4,645+27.5% |