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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 | $99,221 | $59,839+65.8% | $81,991+21.0% | $79,852+24.3% |
| Participation rate | 71.8% | 61.6%+10.2pp | 69.3%+2.5pp | 69.6%+2.2pp |
| Annual return | 14.23% | 17.56%-3.3pp | 41.31%-27.1pp | 31.72%-17.5pp |
| Employer contribution / active EE | $2,130 | $1,713+24.3% | $2,498-14.7% | $2,471-13.8% |
| Participant deferral / active EE | $5,820 | $2,695+115.9% | $3,722+56.3% | $3,740+55.6% |
| Admin fee / account holder | $1,748 | $4,287-59.2% | $5,665-69.2% | $5,306-67.1% |