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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 | $76,834+17.4% | $108,359-16.8% | $87,485+3.1% |
| Participation rate | 85.2% | 61.7%+23.5pp | 70.1%+15.1pp | 68.9%+16.3pp |
| Annual return | 17.81% | 19.09%-1.3pp | 36.89%-19.1pp | 26.06%-8.3pp |
| Employer contribution / active EE | $2,795 | $1,556+79.6% | $2,399+16.5% | $2,596+7.6% |
| Participant deferral / active EE | $5,954 | $3,100+92.0% | $4,137+43.9% | $4,274+39.3% |
| Admin fee / account holder | $2,884 | $6,537-55.9% | $9,741-70.4% | $7,775-62.9% |