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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 | $53,505 | $58,627-8.7% | $76,735-30.3% | $82,448-35.1% |
| Participation rate | 98.3% | 63.2%+35.1pp | 69.5%+28.8pp | 68.1%+30.2pp |
| Annual return | 15.50% | 39.10%-23.6pp | 29.77%-14.3pp | 41.64%-26.1pp |
| Employer contribution / active EE | $2,451 | $1,729+41.8% | $2,454-0.1% | $2,551-3.9% |
| Participant deferral / active EE | $4,887 | $3,134+56.0% | $4,088+19.6% | $4,139+18.1% |
| Admin fee / account holder | $3,576 | $5,323-32.8% | $7,189-50.3% | $7,234-50.6% |