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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 | $102,610 | $49,255+108.3% | $70,494+45.6% | $79,856+28.5% |
| Participation rate | 76.0% | 69.2%+6.8pp | 75.1%+0.9pp | 69.6%+6.4pp |
| Annual return | 19.30% | 30.10%-10.8pp | 109.16%-89.9pp | 31.71%-12.4pp |
| Employer contribution / active EE | $2,782 | $2,100+32.4% | $2,738+1.6% | $2,471+12.6% |
| Participant deferral / active EE | $5,730 | $2,768+107.0% | $3,711+54.4% | $3,741+53.2% |
| Admin fee / account holder | $546 | $2,879-81.0% | $3,848-85.8% | $5,306-89.7% |