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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 | $62,132 | $67,602-8.1% | $82,312-24.5% | $70,126-11.4% |
| Participation rate | 98.5% | 72.8%+25.7pp | 76.9%+21.6pp | 69.5%+29.0pp |
| Annual return | 18.02% | 21.57%-3.5pp | 25.88%-7.9pp | 73.15%-55.1pp |
| Employer contribution / active EE | $1,295 | $1,755-26.2% | $2,428-46.7% | $2,343-44.7% |
| Participant deferral / active EE | $3,747 | $2,987+25.4% | $3,706+1.1% | $3,332+12.5% |
| Admin fee / account holder | $5,358 | $4,512+18.8% | $5,608-4.4% | $4,645+15.3% |