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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 | $69,811 | $73,787-5.4% | $98,716-29.3% | $82,448-15.3% |
| Participation rate | 85.0% | 61.4%+23.6pp | 69.3%+15.7pp | 68.1%+16.9pp |
| Annual return | 15.84% | 18.57%-2.7pp | 31.81%-16.0pp | 41.64%-25.8pp |
| Employer contribution / active EE | $1,863 | $1,511+23.3% | $2,279-18.2% | $2,551-27.0% |
| Participant deferral / active EE | $3,816 | $3,081+23.8% | $4,048-5.7% | $4,139-7.8% |
| Admin fee / account holder | $7,626 | $6,500+17.3% | $8,703-12.4% | $7,234+5.4% |