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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 | $46,043 | $77,814-40.8% | $158,223-70.9% | $86,983-47.1% |
| Participation rate | 76.7% | 68.4%+8.3pp | 79.2%-2.5pp | 69.5%+7.1pp |
| Annual return | 23.42% | 30.54%-7.1pp | 52.09%-28.7pp | 25.83%-2.4pp |
| Employer contribution / active EE | $2,851 | $2,592+10.0% | $4,109-30.6% | $2,584+10.3% |
| Participant deferral / active EE | $3,455 | $3,270+5.7% | $5,467-36.8% | $4,194-17.6% |
| Admin fee / account holder | $2,814 | $5,879-52.1% | $16,047-82.5% | $7,856-64.2% |