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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 | $94,653 | $86,940+8.9% | $102,434-7.6% | $80,935+16.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 15.21% | 18.89%-3.7pp | 29.46%-14.2pp | 35.66%-20.5pp |
| Employer contribution / active EE | $3,575 | $2,370+50.8% | $3,023+18.2% | $2,757+29.7% |
| Participant deferral / active EE | $4,889 | $4,121+18.6% | $5,055-3.3% | $4,299+13.7% |
| Admin fee / account holder | $6,154 | $8,047-23.5% | $9,462-35.0% | $6,924-11.1% |