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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 | $56,235 | $72,471-22.4% | $94,215-40.3% | $86,983-35.3% |
| Participation rate | 92.1% | 63.9%+28.3pp | 70.0%+22.2pp | 69.5%+22.6pp |
| Annual return | 16.19% | 26.44%-10.2pp | 28.22%-12.0pp | 25.83%-9.6pp |
| Employer contribution / active EE | $2,340 | $1,936+20.9% | $2,675-12.5% | $2,584-9.5% |
| Participant deferral / active EE | $6,344 | $3,397+86.8% | $4,276+48.4% | $4,194+51.3% |
| Admin fee / account holder | $1,870 | $6,468-71.1% | $10,216-81.7% | $7,856-76.2% |