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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 | $70,300 | $108,825-35.4% | $156,181-55.0% | $82,448-14.7% |
| Participation rate | 89.2% | 72.4%+16.8pp | 78.8%+10.4pp | 68.1%+21.1pp |
| Annual return | 18.76% | 20.59%-1.8pp | 64.87%-46.1pp | 41.64%-22.9pp |
| Employer contribution / active EE | $3,580 | $2,870+24.7% | $4,294-16.6% | $2,551+40.3% |
| Participant deferral / active EE | $3,224 | $4,577-29.6% | $6,132-47.4% | $4,139-22.1% |
| Admin fee / account holder | $3,898 | $9,341-58.3% | $14,586-73.3% | $7,234-46.1% |