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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 | $100,194-31.9% | $122,979-44.5% | $86,983-21.5% |
| Participation rate | 89.2% | 73.0%+16.3pp | 77.2%+12.0pp | 69.5%+19.7pp |
| Annual return | 15.20% | 16.47%-1.3pp | 20.12%-4.9pp | 25.83%-10.6pp |
| Employer contribution / active EE | $2,762 | $2,326+18.8% | $3,062-9.8% | $2,584+6.9% |
| Participant deferral / active EE | $7,626 | $4,133+84.5% | $5,003+52.4% | $4,194+81.8% |
| Admin fee / account holder | $3,062 | $10,148-69.8% | $12,864-76.2% | $7,856-61.0% |