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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 | $92,583 | $95,453-3.0% | $112,040-17.4% | $82,448+12.3% |
| Participation rate | 92.3% | 72.8%+19.6pp | 76.5%+15.8pp | 68.1%+24.2pp |
| Annual return | 20.61% | 23.92%-3.3pp | 24.52%-3.9pp | 41.64%-21.0pp |
| Employer contribution / active EE | $2,943 | $2,318+27.0% | $2,954-0.4% | $2,551+15.4% |
| Participant deferral / active EE | $6,557 | $4,224+55.3% | $5,098+28.6% | $4,139+58.4% |
| Admin fee / account holder | $3,285 | $9,013-63.6% | $12,098-72.8% | $7,234-54.6% |