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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 | $77,086 | $67,602+14.0% | $82,312-6.3% | $70,126+9.9% |
| Participation rate | 84.4% | 72.8%+11.6pp | 76.9%+7.5pp | 69.5%+14.8pp |
| Annual return | 18.61% | 21.57%-3.0pp | 25.88%-7.3pp | 73.15%-54.5pp |
| Employer contribution / active EE | $2,004 | $1,755+14.2% | $2,428-17.5% | $2,343-14.5% |
| Participant deferral / active EE | $2,570 | $2,987-14.0% | $3,706-30.6% | $3,332-22.9% |
| Admin fee / account holder | $6,524 | $4,512+44.6% | $5,608+16.3% | $4,645+40.4% |