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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 | $68,649 | $49,239+39.4% | $70,462-2.6% | $79,858-14.0% |
| Participation rate | 93.0% | 69.2%+23.8pp | 75.1%+18.0pp | 69.6%+23.4pp |
| Annual return | 23.79% | 30.08%-6.3pp | 109.08%-85.3pp | 31.72%-7.9pp |
| Employer contribution / active EE | $1,879 | $2,100-10.5% | $2,737-31.3% | $2,471-23.9% |
| Participant deferral / active EE | $3,149 | $2,769+13.7% | $3,710-15.1% | $3,740-15.8% |
| Admin fee / account holder | $2,797 | $2,876-2.8% | $3,845-27.3% | $5,306-47.3% |