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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 | $83,898+7.5% | $133,346-32.4% | $94,015-4.1% |
| Participation rate | 85.2% | 63.4%+21.8pp | 72.8%+12.3pp | 70.8%+14.4pp |
| Annual return | 17.81% | 16.00%+1.8pp | 36.85%-19.0pp | 17.84%0pp |
| Employer contribution / active EE | $2,795 | $1,821+53.5% | $2,853-2.1% | $2,790+0.2% |
| Participant deferral / active EE | $5,954 | $3,245+83.5% | $4,332+37.4% | $4,249+40.1% |
| Admin fee / account holder | $2,884 | $7,809-63.1% | $14,264-79.8% | $8,951-67.8% |