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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 | $66,087 | $56,054+17.9% | $171,082-61.4% | $62,881+5.1% |
| Participation rate | 93.5% | 62.9%+30.6pp | 76.7%+16.8pp | 69.3%+24.2pp |
| Annual return | 7.18% | 22.52%-15.3pp | 32.56%-25.4pp | 20.14%-13.0pp |
| Employer contribution / active EE | $3,737 | $1,731+115.9% | $4,002-6.6% | $2,281+63.8% |
| Participant deferral / active EE | $2,920 | $3,158-7.5% | $4,797-39.1% | $3,203-8.8% |
| Admin fee / account holder | $2,491 | $3,647-31.7% | $8,520-70.8% | $4,296-42.0% |