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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 | $64,471 | $81,504-20.9% | $102,437-37.1% | $80,959-20.4% |
| Participation rate | 71.9% | 66.9%+5.0pp | 74.5%-2.6pp | 67.7%+4.2pp |
| Annual return | 16.28% | 25.60%-9.3pp | 24.95%-8.7pp | 35.67%-19.4pp |
| Employer contribution / active EE | $2,601 | $3,104-16.2% | $3,871-32.8% | $2,757-5.7% |
| Participant deferral / active EE | $5,167 | $3,871+33.5% | $5,060+2.1% | $4,300+20.1% |
| Admin fee / account holder | $12,610 | $6,719+87.7% | $8,388+50.3% | $6,925+82.1% |