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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 | $81,403-32.3% | $147,027-62.5% | $87,485-37.0% |
| Participation rate | 93.9% | 63.4%+30.5pp | 73.7%+20.2pp | 68.9%+25.0pp |
| Annual return | 24.46% | 16.51%+8.0pp | 20.23%+4.2pp | 26.06%-1.6pp |
| Employer contribution / active EE | $2,582 | $2,205+17.1% | $3,626-28.8% | $2,596-0.6% |
| Participant deferral / active EE | $3,075 | $3,315-7.2% | $4,933-37.7% | $4,274-28.0% |
| Admin fee / account holder | $12,724 | $6,755+88.4% | $12,223+4.1% | $7,775+63.7% |