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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 | $81,446-20.8% | $103,374-37.6% | $80,874-20.3% |
| Participation rate | 71.9% | 66.9%+5.0pp | 74.5%-2.6pp | 67.6%+4.2pp |
| Annual return | 16.28% | 25.57%-9.3pp | 24.89%-8.6pp | 35.62%-19.3pp |
| Employer contribution / active EE | $2,601 | $3,107-16.3% | $3,869-32.8% | $2,756-5.6% |
| Participant deferral / active EE | $5,167 | $3,870+33.5% | $5,058+2.2% | $4,297+20.2% |
| Admin fee / account holder | $12,610 | $6,715+87.8% | $8,394+50.2% | $6,935+81.8% |