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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 | $59,685 | $56,894+4.9% | $84,753-29.6% | $62,881-5.1% |
| Participation rate | 92.6% | 68.5%+24.1pp | 76.6%+16.0pp | 69.3%+23.3pp |
| Annual return | 20.08% | 6.30%+13.8pp | 22.78%-2.7pp | 20.14%-0.1pp |
| Employer contribution / active EE | $2,500 | $2,400+4.2% | $3,574-30.1% | $2,281+9.6% |
| Participant deferral / active EE | $1,133 | $2,709-58.2% | $3,712-69.5% | $3,203-64.6% |
| Admin fee / account holder | $3,078 | $3,581-14.1% | $5,333-42.3% | $4,296-28.4% |