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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 | $47,649 | $76,551-37.8% | $123,894-61.5% | $62,881-24.2% |
| Participation rate | 86.0% | 73.0%+13.0pp | 81.4%+4.6pp | 69.3%+16.7pp |
| Annual return | 12.23% | 18.68%-6.4pp | 47.52%-35.3pp | 20.14%-7.9pp |
| Employer contribution / active EE | $3,510 | $2,882+21.8% | $4,617-24.0% | $2,281+53.9% |
| Participant deferral / active EE | $6,329 | $4,840+30.8% | $5,984+5.8% | $3,203+97.6% |
| Admin fee / account holder | $2,731 | $4,826-43.4% | $8,357-67.3% | $4,296-36.4% |