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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 | $90,201 | $73,787+22.2% | $98,716-8.6% | $82,448+9.4% |
| Participation rate | 85.2% | 61.4%+23.8pp | 69.3%+15.9pp | 68.1%+17.1pp |
| Annual return | 17.81% | 18.57%-0.8pp | 31.81%-14.0pp | 41.64%-23.8pp |
| Employer contribution / active EE | $2,795 | $1,511+84.9% | $2,279+22.7% | $2,551+9.6% |
| Participant deferral / active EE | $5,954 | $3,081+93.2% | $4,048+47.1% | $4,139+43.8% |
| Admin fee / account holder | $2,884 | $6,500-55.6% | $8,703-66.9% | $7,234-60.1% |