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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 | $74,345 | $106,524-30.2% | $152,301-51.2% | $87,485-15.0% |
| Participation rate | 93.3% | 75.8%+17.6pp | 82.4%+10.9pp | 68.9%+24.4pp |
| Annual return | 17.38% | 26.89%-9.5pp | 80.50%-63.1pp | 26.06%-8.7pp |
| Employer contribution / active EE | $2,041 | $3,371-39.5% | $4,624-55.9% | $2,596-21.4% |
| Participant deferral / active EE | $7,827 | $6,525+19.9% | $8,004-2.2% | $4,274+83.1% |
| Admin fee / account holder | $4,720 | $8,287-43.0% | $14,398-67.2% | $7,775-39.3% |