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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 | $81,403+28.5% | $147,027-28.9% | $87,485+19.5% |
| Participation rate | 75.0% | 63.4%+11.6pp | 73.7%+1.3pp | 68.9%+6.1pp |
| Annual return | 17.00% | 16.51%+0.5pp | 20.23%-3.2pp | 26.06%-9.1pp |
| Employer contribution / active EE | $2,527 | $2,205+14.6% | $3,626-30.3% | $2,596-2.7% |
| Participant deferral / active EE | $5,055 | $3,315+52.5% | $4,933+2.5% | $4,274+18.3% |
| Admin fee / account holder | $2,383 | $6,755-64.7% | $12,223-80.5% | $7,775-69.4% |