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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 | $161,867 | $81,446+98.7% | $103,374+56.6% | $80,874+100.1% |
| Participation rate | 76.0% | 66.9%+9.1pp | 74.5%+1.5pp | 67.6%+8.4pp |
| Annual return | 20.22% | 25.57%-5.3pp | 24.89%-4.7pp | 35.62%-15.4pp |
| Employer contribution / active EE | $2,708 | $3,107-12.9% | $3,869-30.0% | $2,756-1.7% |
| Participant deferral / active EE | $5,415 | $3,870+39.9% | $5,058+7.1% | $4,297+26.0% |
| Admin fee / account holder | $2,456 | $6,715-63.4% | $8,394-70.7% | $6,935-64.6% |