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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 | $110,684 | $100,194+10.5% | $122,979-10.0% | $86,983+27.2% |
| Participation rate | 73.8% | 73.0%+0.9pp | 77.2%-3.3pp | 69.5%+4.3pp |
| Annual return | 15.96% | 16.47%-0.5pp | 20.12%-4.2pp | 25.83%-9.9pp |
| Employer contribution / active EE | $2,803 | $2,326+20.5% | $3,062-8.5% | $2,584+8.4% |
| Participant deferral / active EE | $5,120 | $4,133+23.9% | $5,003+2.3% | $4,194+22.1% |
| Admin fee / account holder | $5,699 | $10,148-43.8% | $12,864-55.7% | $7,856-27.5% |