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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 | $92,610 | $39,132+136.7% | $57,196+61.9% | $62,881+47.3% |
| Participation rate | 75.4% | 70.5%+4.9pp | 75.3%+0.1pp | 69.3%+6.1pp |
| Annual return | 7.94% | 9.24%-1.3pp | 14.59%-6.7pp | 20.14%-12.2pp |
| Employer contribution / active EE | $2,654 | $1,874+41.6% | $2,683-1.1% | $2,281+16.4% |
| Participant deferral / active EE | $1,092 | $2,374-54.0% | $3,096-64.7% | $3,203-65.9% |
| Admin fee / account holder | $7,769 | $2,594+199.5% | $3,141+147.4% | $4,296+80.8% |