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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 | $44,674 | $95,453-53.2% | $112,040-60.1% | $82,448-45.8% |
| Participation rate | 76.0% | 72.8%+3.2pp | 76.5%-0.5pp | 68.1%+7.9pp |
| Annual return | 20.12% | 23.92%-3.8pp | 24.52%-4.4pp | 41.64%-21.5pp |
| Employer contribution / active EE | $2,496 | $2,318+7.7% | $2,954-15.5% | $2,551-2.2% |
| Participant deferral / active EE | $7,012 | $4,224+66.0% | $5,098+37.6% | $4,139+69.4% |
| Admin fee / account holder | $514 | $9,013-94.3% | $12,098-95.8% | $7,234-92.9% |