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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 | $77,574+30.8% | $108,753-6.7% | $86,983+16.7% |
| Participation rate | 90.7% | 62.3%+28.4pp | 71.1%+19.6pp | 69.5%+21.2pp |
| Annual return | 14.22% | 18.42%-4.2pp | 37.47%-23.2pp | 25.83%-11.6pp |
| Employer contribution / active EE | $2,457 | $1,611+52.6% | $2,427+1.3% | $2,584-4.9% |
| Participant deferral / active EE | $5,826 | $3,128+86.2% | $4,115+41.6% | $4,194+38.9% |
| Admin fee / account holder | $9,166 | $6,529+40.4% | $10,320-11.2% | $7,856+16.7% |