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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 | $101,485 | $73,787+37.5% | $98,716+2.8% | $82,448+23.1% |
| Participation rate | 90.7% | 61.4%+29.3pp | 69.3%+21.4pp | 68.1%+22.6pp |
| Annual return | 14.22% | 18.57%-4.3pp | 31.81%-17.6pp | 41.64%-27.4pp |
| Employer contribution / active EE | $2,457 | $1,511+62.6% | $2,279+7.9% | $2,551-3.7% |
| Participant deferral / active EE | $5,826 | $3,081+89.1% | $4,048+43.9% | $4,139+40.7% |
| Admin fee / account holder | $9,166 | $6,500+41.0% | $8,703+5.3% | $7,234+26.7% |