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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 | $62,597 | $78,520-20.3% | $96,576-35.2% | $82,448-24.1% |
| Participation rate | 86.1% | 77.7%+8.4pp | 81.4%+4.7pp | 68.1%+18.0pp |
| Annual return | 19.24% | 41.30%-22.1pp | 38.47%-19.2pp | 41.64%-22.4pp |
| Employer contribution / active EE | $2,735 | $2,630+4.0% | $3,553-23.0% | $2,551+7.2% |
| Participant deferral / active EE | $4,745 | $6,754-29.7% | $7,956-40.4% | $4,139+14.6% |
| Admin fee / account holder | $3,188 | $13,455-76.3% | $11,381-72.0% | $7,234-55.9% |