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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 | $59,043 | $99,633-40.7% | $183,328-67.8% | $82,448-28.4% |
| Participation rate | 96.0% | 70.8%+25.2pp | 77.3%+18.7pp | 68.1%+27.9pp |
| Annual return | 16.76% | 17.84%-1.1pp | 29.67%-12.9pp | 41.64%-24.9pp |
| Employer contribution / active EE | $2,482 | $3,256-23.8% | $5,055-50.9% | $2,551-2.7% |
| Participant deferral / active EE | $5,510 | $4,938+11.6% | $6,795-18.9% | $4,139+33.1% |
| Admin fee / account holder | $6,158 | $9,934-38.0% | $21,427-71.3% | $7,234-14.9% |