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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 | $99,044 | $86,938+13.9% | $102,423-3.3% | $80,925+22.4% |
| Participation rate | 95.0% | 72.4%+22.6pp | 76.5%+18.5pp | 67.7%+27.3pp |
| Annual return | 13.37% | 18.89%-5.5pp | 29.42%-16.1pp | 35.65%-22.3pp |
| Employer contribution / active EE | $3,989 | $2,369+68.4% | $3,023+32.0% | $2,756+44.7% |
| Participant deferral / active EE | $5,943 | $4,120+44.2% | $5,054+17.6% | $4,299+38.3% |
| Admin fee / account holder | $1,249 | $8,053-84.5% | $9,455-86.8% | $6,940-82.0% |