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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 | $108,760 | $67,602+60.9% | $82,312+32.1% | $70,126+55.1% |
| Participation rate | 76.0% | 72.8%+3.2pp | 76.9%-0.9pp | 69.5%+6.5pp |
| Annual return | 13.70% | 21.57%-7.9pp | 25.88%-12.2pp | 73.15%-59.4pp |
| Employer contribution / active EE | $2,491 | $1,755+41.9% | $2,428+2.6% | $2,343+6.3% |
| Participant deferral / active EE | $5,301 | $2,987+77.5% | $3,706+43.0% | $3,332+59.1% |
| Admin fee / account holder | $3,021 | $4,512-33.0% | $5,608-46.1% | $4,645-35.0% |