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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 | $64,224 | $115,931-44.6% | $185,441-65.4% | $86,983-26.2% |
| Participation rate | 90.2% | 73.6%+16.5pp | 80.3%+9.9pp | 69.5%+20.6pp |
| Annual return | 19.79% | 21.47%-1.7pp | 20.16%-0.4pp | 25.83%-6.0pp |
| Employer contribution / active EE | $5,610 | $2,937+91.0% | $4,672+20.1% | $2,584+117.1% |
| Participant deferral / active EE | $6,449 | $4,551+41.7% | $6,152+4.8% | $4,194+53.8% |
| Admin fee / account holder | $10,696 | $10,687+0.1% | $17,890-40.2% | $7,856+36.2% |