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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 | $86,886 | $106,524-18.4% | $152,301-43.0% | $87,485-0.7% |
| Participation rate | 84.0% | 75.8%+8.2pp | 82.4%+1.6pp | 68.9%+15.1pp |
| Annual return | 18.43% | 26.89%-8.5pp | 80.50%-62.1pp | 26.06%-7.6pp |
| Employer contribution / active EE | $4,100 | $3,371+21.6% | $4,624-11.3% | $2,596+57.9% |
| Participant deferral / active EE | $12,903 | $6,525+97.7% | $8,004+61.2% | $4,274+201.9% |
| Admin fee / account holder | $3,235 | $8,287-61.0% | $14,398-77.5% | $7,775-58.4% |