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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 | $100,194-18.9% | $122,979-33.9% | $86,983-6.5% |
| Participation rate | 86.4% | 73.0%+13.5pp | 77.2%+9.3pp | 69.5%+16.9pp |
| Annual return | 13.55% | 16.47%-2.9pp | 20.12%-6.6pp | 25.83%-12.3pp |
| Employer contribution / active EE | $2,814 | $2,326+21.0% | $3,062-8.1% | $2,584+8.9% |
| Participant deferral / active EE | $5,307 | $4,133+28.4% | $5,003+6.1% | $4,194+26.5% |
| Admin fee / account holder | $10,925 | $10,148+7.7% | $12,864-15.1% | $7,856+39.1% |