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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 | $87,180-36.8% | $173,703-68.3% | $94,015-41.4% |
| Participation rate | 93.9% | 65.6%+28.3pp | 75.9%+18.0pp | 70.8%+23.1pp |
| Annual return | 24.46% | 14.17%+10.3pp | 17.46%+7.0pp | 17.84%+6.6pp |
| Employer contribution / active EE | $2,582 | $2,494+3.5% | $4,288-39.8% | $2,790-7.5% |
| Participant deferral / active EE | $3,075 | $3,343-8.0% | $4,854-36.6% | $4,249-27.6% |
| Admin fee / account holder | $12,724 | $7,506+69.5% | $15,562-18.2% | $8,951+42.2% |