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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 | $74,535-6.3% | $100,712-30.7% | $82,637-15.5% |
| Participation rate | 85.0% | 61.2%+23.8pp | 69.3%+15.7pp | 68.1%+16.9pp |
| Annual return | 15.84% | 18.92%-3.1pp | 33.27%-17.4pp | 53.51%-37.7pp |
| Employer contribution / active EE | $1,863 | $1,503+24.0% | $2,313-19.4% | $2,552-27.0% |
| Participant deferral / active EE | $3,816 | $3,074+24.1% | $4,085-6.6% | $4,126-7.5% |
| Admin fee / account holder | $7,626 | $6,576+16.0% | $9,256-17.6% | $7,339+3.9% |