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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 | $68,264 | $95,453-28.5% | $112,040-39.1% | $82,448-17.2% |
| Participation rate | 89.2% | 72.8%+16.5pp | 76.5%+12.7pp | 68.1%+21.2pp |
| Annual return | 15.20% | 23.92%-8.7pp | 24.52%-9.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $2,762 | $2,318+19.2% | $2,954-6.5% | $2,551+8.3% |
| Participant deferral / active EE | $7,626 | $4,224+80.6% | $5,098+49.6% | $4,139+84.2% |
| Admin fee / account holder | $3,062 | $9,013-66.0% | $12,098-74.7% | $7,234-57.7% |