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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 | $160,628 | $81,476+97.1% | $102,383+56.9% | $80,925+98.5% |
| Participation rate | 87.1% | 66.8%+20.3pp | 74.5%+12.6pp | 67.7%+19.4pp |
| Annual return | 12.70% | 25.59%-12.9pp | 24.94%-12.2pp | 35.65%-22.9pp |
| Employer contribution / active EE | $2,641 | $3,105-14.9% | $3,870-31.8% | $2,756-4.2% |
| Participant deferral / active EE | $3,690 | $3,871-4.7% | $5,060-27.1% | $4,299-14.2% |
| Admin fee / account holder | $1,514 | $6,717-77.5% | $8,391-82.0% | $6,940-78.2% |