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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 | $55,085 | $77,896-29.3% | $134,172-58.9% | $82,448-33.2% |
| Participation rate | 93.9% | 62.8%+31.2pp | 72.5%+21.5pp | 68.1%+25.9pp |
| Annual return | 24.46% | 18.21%+6.2pp | 25.30%-0.8pp | 41.64%-17.2pp |
| Employer contribution / active EE | $2,582 | $2,159+19.6% | $3,420-24.5% | $2,551+1.2% |
| Participant deferral / active EE | $3,075 | $3,162-2.7% | $4,690-34.4% | $4,139-25.7% |
| Admin fee / account holder | $12,724 | $6,336+100.8% | $12,016+5.9% | $7,234+75.9% |