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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 | $83,061-24.6% | $126,068-50.3% | $94,015-33.4% |
| Participation rate | 86.1% | 81.2%+4.9pp | 84.7%+1.4pp | 70.8%+15.3pp |
| Annual return | 19.24% | 20.41%-1.2pp | 15.01%+4.2pp | 17.84%+1.4pp |
| Employer contribution / active EE | $2,735 | $2,864-4.5% | $3,968-31.1% | $2,790-2.0% |
| Participant deferral / active EE | $4,745 | $7,042-32.6% | $8,214-42.2% | $4,249+11.7% |
| Admin fee / account holder | $3,188 | $7,208-55.8% | $18,264-82.5% | $8,951-64.4% |