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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 | $81,305 | $95,404-14.8% | $113,397-28.3% | $82,637-1.6% |
| Participation rate | 86.4% | 72.8%+13.6pp | 76.5%+9.9pp | 68.1%+18.4pp |
| Annual return | 13.55% | 19.08%-5.5pp | 23.20%-9.6pp | 53.51%-40.0pp |
| Employer contribution / active EE | $2,814 | $2,307+22.0% | $2,977-5.5% | $2,552+10.3% |
| Participant deferral / active EE | $5,307 | $4,220+25.8% | $5,076+4.5% | $4,126+28.6% |
| Admin fee / account holder | $10,925 | $9,168+19.2% | $11,957-8.6% | $7,339+48.9% |