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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 | $74,594 | $95,453-21.9% | $112,040-33.4% | $82,448-9.5% |
| Participation rate | 88.9% | 72.8%+16.1pp | 76.5%+12.4pp | 68.1%+20.8pp |
| Annual return | 15.42% | 23.92%-8.5pp | 24.52%-9.1pp | 41.64%-26.2pp |
| Employer contribution / active EE | $3,210 | $2,318+38.5% | $2,954+8.7% | $2,551+25.8% |
| Participant deferral / active EE | $6,494 | $4,224+53.8% | $5,098+27.4% | $4,139+56.9% |
| Admin fee / account holder | $4,226 | $9,013-53.1% | $12,098-65.1% | $7,234-41.6% |