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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 | $82,413 | $86,949-5.2% | $102,460-19.6% | $80,959+1.8% |
| Participation rate | 91.9% | 72.4%+19.5pp | 76.5%+15.4pp | 67.7%+24.2pp |
| Annual return | 25.92% | 18.89%+7.0pp | 29.47%-3.6pp | 35.67%-9.8pp |
| Employer contribution / active EE | $2,611 | $2,370+10.2% | $3,025-13.7% | $2,757-5.3% |
| Participant deferral / active EE | $5,631 | $4,121+36.6% | $5,056+11.4% | $4,300+30.9% |
| Admin fee / account holder | $3,526 | $8,048-56.2% | $9,460-62.7% | $6,925-49.1% |