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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 | $126,590 | $115,931+9.2% | $185,441-31.7% | $86,983+45.5% |
| Participation rate | 93.2% | 73.6%+19.6pp | 80.3%+12.9pp | 69.5%+23.6pp |
| Annual return | 14.75% | 21.47%-6.7pp | 20.16%-5.4pp | 25.83%-11.1pp |
| Employer contribution / active EE | $4,962 | $2,937+68.9% | $4,672+6.2% | $2,584+92.0% |
| Participant deferral / active EE | $6,762 | $4,551+48.6% | $6,152+9.9% | $4,194+61.2% |
| Admin fee / account holder | $2,527 | $10,687-76.4% | $17,890-85.9% | $7,856-67.8% |