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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 | $85,208 | $72,272+17.9% | $101,264-15.9% | $79,858+6.7% |
| Participation rate | 75.0% | 68.5%+6.5pp | 75.8%-0.8pp | 69.6%+5.4pp |
| Annual return | 20.93% | 22.30%-1.4pp | 46.48%-25.6pp | 31.72%-10.8pp |
| Employer contribution / active EE | $2,591 | $2,692-3.7% | $3,660-29.2% | $2,471+4.9% |
| Participant deferral / active EE | $6,848 | $3,282+108.7% | $4,370+56.7% | $3,740+83.1% |
| Admin fee / account holder | $533 | $4,401-87.9% | $5,947-91.0% | $5,306-90.0% |