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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 | $104,586 | $77,896+34.3% | $134,172-22.1% | $82,448+26.9% |
| Participation rate | 75.0% | 62.8%+12.2pp | 72.5%+2.5pp | 68.1%+6.9pp |
| Annual return | 17.00% | 18.21%-1.2pp | 25.30%-8.3pp | 41.64%-24.6pp |
| Employer contribution / active EE | $2,527 | $2,159+17.0% | $3,420-26.1% | $2,551-0.9% |
| Participant deferral / active EE | $5,055 | $3,162+59.9% | $4,690+7.8% | $4,139+22.1% |
| Admin fee / account holder | $2,383 | $6,336-62.4% | $12,016-80.2% | $7,234-67.1% |