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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 | $61,247 | $77,814-21.3% | $158,223-61.3% | $86,983-29.6% |
| Participation rate | 85.3% | 68.4%+16.9pp | 79.2%+6.1pp | 69.5%+15.8pp |
| Annual return | 15.20% | 30.54%-15.3pp | 52.09%-36.9pp | 25.83%-10.6pp |
| Employer contribution / active EE | $2,352 | $2,592-9.3% | $4,109-42.8% | $2,584-9.0% |
| Participant deferral / active EE | $3,871 | $3,270+18.4% | $5,467-29.2% | $4,194-7.7% |
| Admin fee / account holder | $6,801 | $5,879+15.7% | $16,047-57.6% | $7,856-13.4% |