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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 | $97,631 | $72,027+35.5% | $185,835-47.5% | $79,852+22.3% |
| Participation rate | 88.9% | 65.8%+23.1pp | 78.0%+10.8pp | 69.6%+19.3pp |
| Annual return | 13.98% | 23.13%-9.1pp | 35.96%-22.0pp | 31.72%-17.7pp |
| Employer contribution / active EE | $780 | $1,965-60.3% | $4,087-80.9% | $2,471-68.4% |
| Participant deferral / active EE | $9,043 | $3,780+139.3% | $5,633+60.5% | $3,740+141.8% |
| Admin fee / account holder | $5,435 | $4,513+20.4% | $9,502-42.8% | $5,306+2.4% |