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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 | $90,432 | $81,446+11.0% | $103,374-12.5% | $80,874+11.8% |
| Participation rate | 89.7% | 66.9%+22.8pp | 74.5%+15.1pp | 67.6%+22.0pp |
| Annual return | 23.99% | 25.57%-1.6pp | 24.89%-0.9pp | 35.62%-11.6pp |
| Employer contribution / active EE | $6,324 | $3,107+103.5% | $3,869+63.4% | $2,756+129.5% |
| Participant deferral / active EE | $3,204 | $3,870-17.2% | $5,058-36.6% | $4,297-25.4% |
| Admin fee / account holder | $489 | $6,715-92.7% | $8,394-94.2% | $6,935-92.9% |