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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 | $98,762 | $75,541+30.7% | $152,093-35.1% | $82,637+19.5% |
| Participation rate | 71.4% | 66.5%+4.9pp | 77.8%-6.3pp | 68.1%+3.4pp |
| Annual return | 14.18% | 32.56%-18.4pp | 66.36%-52.2pp | 53.51%-39.3pp |
| Employer contribution / active EE | $2,250 | $2,622-14.2% | $4,175-46.1% | $2,552-11.8% |
| Participant deferral / active EE | $7,294 | $3,206+127.6% | $5,451+33.8% | $4,126+76.8% |
| Admin fee / account holder | $3,299 | $6,405-48.5% | $14,497-77.2% | $7,339-55.0% |