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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 | $89,332 | $95,453-6.4% | $112,040-20.3% | $82,448+8.3% |
| Participation rate | 92.6% | 72.8%+19.8pp | 76.5%+16.1pp | 68.1%+24.5pp |
| Annual return | 16.90% | 23.92%-7.0pp | 24.52%-7.6pp | 41.64%-24.7pp |
| Employer contribution / active EE | $2,852 | $2,318+23.0% | $2,954-3.5% | $2,551+11.8% |
| Participant deferral / active EE | $5,142 | $4,224+21.7% | $5,098+0.9% | $4,139+24.2% |
| Admin fee / account holder | $3,707 | $9,013-58.9% | $12,098-69.4% | $7,234-48.8% |