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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 | $96,970 | $126,661-23.4% | $113,397-14.5% | $138,895-30.2% |
| Participation rate | 95.2% | 79.4%+15.8pp | 76.5%+18.7pp | 79.9%+15.3pp |
| Annual return | 16.09% | 25.05%-9.0pp | 23.20%-7.1pp | 145.39%-129.3pp |
| Employer contribution / active EE | $2,722 | $3,456-21.2% | $2,977-8.6% | $4,194-35.1% |
| Participant deferral / active EE | $5,737 | $5,693+0.8% | $5,076+13.0% | $6,396-10.3% |
| Admin fee / account holder | $3,585 | $14,549-75.4% | $11,957-70.0% | $12,562-71.5% |