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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 | $101,884 | $75,541+34.9% | $152,093-33.0% | $82,637+23.3% |
| Participation rate | 92.3% | 66.5%+25.8pp | 77.8%+14.5pp | 68.1%+24.3pp |
| Annual return | 15.89% | 32.56%-16.7pp | 66.36%-50.5pp | 53.51%-37.6pp |
| Employer contribution / active EE | $2,614 | $2,622-0.3% | $4,175-37.4% | $2,552+2.4% |
| Participant deferral / active EE | $4,042 | $3,206+26.1% | $5,451-25.8% | $4,126-2.0% |
| Admin fee / account holder | $5,584 | $6,405-12.8% | $14,497-61.5% | $7,339-23.9% |