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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 | $127,433 | $86,940+46.6% | $102,434+24.4% | $80,935+57.4% |
| Participation rate | 96.8% | 72.4%+24.4pp | 76.5%+20.3pp | 67.7%+29.1pp |
| Annual return | 15.56% | 18.89%-3.3pp | 29.46%-13.9pp | 35.66%-20.1pp |
| Employer contribution / active EE | $1,878 | $2,370-20.8% | $3,023-37.9% | $2,757-31.9% |
| Participant deferral / active EE | $2,979 | $4,121-27.7% | $5,055-41.1% | $4,299-30.7% |
| Admin fee / account holder | $1,532 | $8,047-81.0% | $9,462-83.8% | $6,924-77.9% |